SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-004558
Filing Date
2024-11-12
Accepted
2024-11-12 14:04:40
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-11-12

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 64238
  Complete submission text file 0001172661-24-004558.txt   67672
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)

IRS No.: 462502263 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16407 | Film No.: 241446814