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Capital Planning Advisors, LLC: IWF position timeline

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

Capital Planning Advisors, LLC held 65,424 IWF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 65,424 shares
    Change vs previous 13F +348 shares

    4.03% of the 13F portfolio, value $27,896,864.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 65,076 shares
    Change vs previous 13F +1,026 shares

    4.12% of the 13F portfolio, value $30,800,549.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 64,050 shares
    Change vs previous 13F -765 shares

    4.12% of the 13F portfolio, value $30,001,738.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 64,815 shares
    Change vs previous 13F -3,586 shares

    4.04% of the 13F portfolio, value $27,519,223.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 68,401 shares
    Change vs previous 13F -1,894 shares

    3.81% of the 13F portfolio, value $24,698,849.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 70,295 shares
    Change vs previous 13F +3,137 shares

    4.36% of the 13F portfolio, value $28,228,990.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 67,158 shares
    Change vs previous 13F -730 shares

    3.81% of the 13F portfolio, value $25,209,699.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 67,888 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $24,745,786.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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