Capasso Planning Partners LLC: IWM position timeline

Capasso Planning Partners LLC held 1,091 IWM 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 1,091 shares

   Change vs previous 13F +79 shares

   0.16% of the 13F portfolio, value $327,791.

   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 ended2026-03-31

   13F 1,012 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $250,976.

   13F-HR 0001911938-26-000002 filed by Capasso Planning Partners LLC
   Filed 2026-05-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,012 shares

   Change vs previous 13F +1,012 shares

   0.14% of the 13F portfolio, value $249,114.

   13F-HR 0001911938-26-000001 filed by Capasso Planning Partners LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -5,347 shares

   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).

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

5. period ended2024-09-30

   13F 5,347 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $1,181,209.

   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).