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Disclosery

Capasso Planning Partners LLC: AVDV position timeline

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

Capasso Planning Partners LLC held 31,059 AVDV 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 31,059 shares
    Change vs previous 13F -439 shares

    1.6% of the 13F portfolio, value $3,200,611.

    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 31,498 shares
    Change vs previous 13F +946 shares

    1.7% of the 13F portfolio, value $3,145,378.

    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 30,552 shares
    Change vs previous 13F +1,964 shares

    1.58% of the 13F portfolio, value $2,871,007.

    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 28,588 shares
    Change vs previous 13F +1,239 shares

    1.59% of the 13F portfolio, value $2,545,183.

    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 27,349 shares
    Change vs previous 13F -22,852 shares

    1.23% of the 13F portfolio, value $2,168,222.

    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 50,201 shares
    Change vs previous 13F -5,686 shares

    1.47% of the 13F portfolio, value $3,501,021.

    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 55,887 shares
    Change vs previous 13F -5,704 shares

    1.45% of the 13F portfolio, value $3,637,155.

    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 61,591 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,352,651.

    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).