Capasso Planning Partners LLC IQLT — ISHARES TR

Ownership history in Capasso Planning Partners LLC  ·  6 quarters on record

AI Ownership Summary

Capasso Planning Partners LLC reported ISHARES TR (IQLT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.56% in 2024 Q3. The latest visible filing shows IQLT at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capasso Planning Partners LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IQLT was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IQLT stock page Capasso Planning Partners LLC fund profile Capasso Planning Partners LLC full holdings
How Capasso Planning Partners LLC held IQLT — position size vs. price
% of Fund (quarterly)    IQLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15.0% +1.7% ❌ 9,257 -1,631 -15.0% 0.23% $421K 2026-02-14 (Est.) $48.73
2025 Q3 REDUCED 20.8% +4.2% ❌ 10,888 -2,864 -20.8% 0.30% $481K 2025-11-12 $44.90
2025 Q2 REDUCED 27.5% +1.5% ❌ 13,752 -5,208 -27.5% 0.34% $594K 2025-08-06 $41.71
2025 Q1 REDUCED 14.5% +10.4% ❌ 18,960 -3,209 -14.5% 0.31% $752K 2025-04-24 $39.92
2024 Q4 REDUCED 49.6% +6.9% ❌ 22,169 -21,833 -49.6% 0.33% $823K 2025-02-10 $38.44
2024 Q3 INITIATED — — — 44,002 — — 0.56% $1.7M 2024-12-02 $37.83

🏢 Other funds also holding IQLT

As of 2026 Q1 — sorted by position size

Silver Coast Investments LLC 13.07% Altus Wealth Management, LLC 3Y 10.16% LIFE LINE WEALTH MANAGEMENT LLC 10.16% SOL Capital Management CO 3Y 7Y 9.81% Longview Financial Advisors, Inc. 9.13% Koenig Investment Advisory, LLC 8.07% Sunburst Financial Group, LLC 3Y 6.48% Opulen Financial Group LLC 6.05% ORSER CAPITAL MANAGEMENT, LLC 3Y 6.04% Paragon Capital Management Ltd 3Y 7Y 5.89%

FAQ About Capasso Planning Partners LLC and IQLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capasso Planning Partners LLC reported owning IQLT?

Capasso Planning Partners LLC reported IQLT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IQLT position in Capasso Planning Partners LLC's portfolio?

The largest reported portfolio weight for IQLT was 0.56% in 2024 Q3.

What is the latest reported IQLT position on this page?

The most recent filing on this page is 2025 Q4, when Capasso Planning Partners LLC reported 9,257 shares, equal to 0.23% of portfolio, with an estimated market value of $421K.

What does the chart on this IQLT ownership page compare?

The chart compares Capasso Planning Partners LLC's quarterly IQLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capasso Planning Partners LLC time their IQLT position?

Based on 13F filing dates vs. subsequent IQLT price moves, Capasso Planning Partners LLC correctly timed 1 out of 5 reported position changes (20%).

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