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Disclosery

Capasso Planning Partners LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capasso Planning Partners LLC on IJH, newest first. How the timeline and the estimate are built.

Capasso Planning Partners LLC held 12,005 IJH 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 12,005 shares
    Change vs previous 13F +25 shares

    0.46% of the 13F portfolio, value $925,682.

    13F-HR 0001911938-26-000003 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,980 shares
    Change vs previous 13F -26 shares

    0.44% of the 13F portfolio, value $809,015.

    13F-HR 0001911938-26-000002 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,006 shares
    Change vs previous 13F -1,934 shares

    0.44% of the 13F portfolio, value $792,368.

    13F-HR 0001911938-26-000001 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,940 shares
    Change vs previous 13F -4,009 shares

    0.57% of the 13F portfolio, value $909,749.

    13F-HR 0001941040-25-000635 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,949 shares
    Change vs previous 13F -5,376 shares

    0.63% of the 13F portfolio, value $1,113,173.

    13F-HR 0001941040-25-000434 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,325 shares
    Change vs previous 13F -593 shares

    0.57% of the 13F portfolio, value $1,360,993.

    13F-HR 0001941040-25-000226 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,918 shares
    Change vs previous 13F -17,035 shares

    0.6% of the 13F portfolio, value $1,490,318.

    13F-HR 0001941040-25-000096 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,953 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,552,189.

    13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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