Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-25-003407
Filing Date
2025-08-14
Accepted
2025-08-14 13:05:45
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2191
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 63348
  Complete submission text file 0001172661-25-003407.txt   66775
Mailing Address 1420 ROCKY RIDGE DRIVE SUITE 140 ROSEVILLE CA 95661
Business Address 1420 ROCKY RIDGE DRIVE SUITE 140 ROSEVILLE CA 95661 (916) 286 7650
Capital Planning Advisors, LLC (Filer) CIK: 0001631941 (see all company filings)

EIN.: 462502263 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16407 | Film No.: 251216716