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Disclosery

Capasso Planning Partners LLC: AAPL position timeline

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

Capasso Planning Partners LLC held 20,531 AAPL 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 20,531 shares
    Change vs previous 13F -91 shares

    2.96% of the 13F portfolio, value $5,940,758.

    13F-HR 0001911938-26-000003 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,622 shares
    Change vs previous 13F -127 shares

    2.82% of the 13F portfolio, value $5,233,655.

    13F-HR 0001911938-26-000002 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,749 shares
    Change vs previous 13F +2,302 shares

    3.1% of the 13F portfolio, value $5,640,714.

    13F-HR 0001911938-26-000001 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,447 shares
    Change vs previous 13F -3,536 shares

    2.93% of the 13F portfolio, value $4,697,250.

    13F-HR 0001941040-25-000635 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,983 shares
    Change vs previous 13F -2,299 shares

    2.55% of the 13F portfolio, value $4,510,191.

    13F-HR 0001941040-25-000434 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,282 shares
    Change vs previous 13F -1,710 shares

    2.26% of the 13F portfolio, value $5,393,787.

    13F-HR 0001941040-25-000226 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 25,992 shares
    Change vs previous 13F -25,211 shares

    2.6% of the 13F portfolio, value $6,508,854.

    13F-HR 0001941040-25-000096 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 51,203 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $11,930,366.

    13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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