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Disclosery

Planning Capital Management Corp: IWP position timeline

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

Planning Capital Management Corp held 12,896 IWP shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,896 shares
    Change vs previous 13F +6,787 shares

    1% of the 13F portfolio, value $1,512,531.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 6,109 shares
    Change vs previous 13F +3,583 shares

    0.48% of the 13F portfolio, value $674,110.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,526 shares
    Change vs previous 13F +587 shares

    0.21% of the 13F portfolio, value $288,324.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,939 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $202,598.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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