Planning Capital Management Corp: IWM position timeline

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

Planning Capital Management Corp held 721 IWM shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

period ended2024-09-30
13F 721 shares
Change vs previous 13F +68 shares
0.11% of the 13F portfolio, value $159,336.
13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 653 shares
Change vs previous 13F +1 shares
0.09% of the 13F portfolio, value $132,397.
13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 652 shares
Change vs previous 13F +1 shares
0.1% of the 13F portfolio, value $137,211.
13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 651 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $130,631.
13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).