Capasso Planning Partners LLC: IEFA position timeline

Capasso Planning Partners LLC held 5,149 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,149 shares

   Change vs previous 13F +5,149 shares

   0.25% of the 13F portfolio, value $497,291.

   13F-HR 0001911938-26-000003 filed by Capasso Planning Partners LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -2,921 shares

   13F-HR 0001941040-25-000434 filed by Capasso Planning Partners LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 2,921 shares

   Change vs previous 13F -36 shares

   0.09% of the 13F portfolio, value $220,974.

   13F-HR 0001941040-25-000226 filed by Capasso Planning Partners LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,957 shares

   Change vs previous 13F -4,205 shares

   0.08% of the 13F portfolio, value $207,818.

   13F-HR 0001941040-25-000096 filed by Capasso Planning Partners LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 7,162 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $559,030.

   13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
   Filed 2024-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).