Skip to content
Disclosery

Capasso Planning Partners LLC: IJR position timeline

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

Capasso Planning Partners LLC held 6,625 IJR 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 6,625 shares
    Change vs previous 13F -28 shares

    0.49% of the 13F portfolio, value $982,600.

    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 6,653 shares
    Change vs previous 13F -34 shares

    0.45% of the 13F portfolio, value $827,002.

    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 6,687 shares
    Change vs previous 13F -271 shares

    0.44% of the 13F portfolio, value $803,694.

    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 6,958 shares
    Change vs previous 13F -224 shares

    0.52% of the 13F portfolio, value $826,761.

    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 7,182 shares
    Change vs previous 13F -228 shares

    0.44% of the 13F portfolio, value $784,943.

    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 7,410 shares
    Change vs previous 13F -3,774 shares

    0.32% of the 13F portfolio, value $774,814.

    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 11,184 shares
    Change vs previous 13F -8,208 shares

    0.51% of the 13F portfolio, value $1,288,628.

    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 19,392 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,268,036.

    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).