Capital Planning Advisors, LLC
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1631941
Roseville, CA
Position in XOVR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$340,434
New position
Shares Held
20,156
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in XOVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,434 | 20,156 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||