Capital Planning Advisors, LLC

Position in PSLV — Sprott Physical Silver Trust

CIK 1631941 Roseville, CA

Position in PSLV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$222,558

+$6,752 QoQ

Shares Held

9,125

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. PSLV ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	30,296	$3,483,737
2	BXSL	Blackstone Secured Lending Fund	9,590	$227,187
3	PSLV	Sprott Physical Silver Trust This page	9,125	$222,558
4	OTF	Blue Owl Technology Finance Corp.	17,829	$220,901
5	OBDC	Blue Owl Capital Corp	14,403	$159,297

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$222,558	9,125	0.0%	Shares	Sole	2026-05-14
2025-12-31	$215,806	9,125	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.