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Disclosery

Capasso Planning Partners LLC: ACWI position timeline

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

Capasso Planning Partners LLC held 2,452 ACWI 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 2,452 shares
    Change vs previous 13F +41 shares

    0.19% of the 13F portfolio, value $384,855.

    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 2,411 shares
    Change vs previous 13F +128 shares

    0.18% of the 13F portfolio, value $333,578.

    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 2,283 shares
    Change vs previous 13F -30 shares

    0.18% of the 13F portfolio, value $322,989.

    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 2,313 shares
    Change vs previous 13F -5,497 shares

    0.2% of the 13F portfolio, value $319,716.

    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 7,810 shares
    Change vs previous 13F +1,568 shares

    0.57% of the 13F portfolio, value $1,004,335.

    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 6,242 shares
    Change vs previous 13F +618 shares

    0.3% of the 13F portfolio, value $726,514.

    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 5,624 shares
    Change vs previous 13F +1,048 shares

    0.26% of the 13F portfolio, value $660,793.

    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 4,576 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $547,023.

    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).