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Disclosery

Capasso Planning Partners LLC: AVEM position timeline

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

Capasso Planning Partners LLC held 63,709 AVEM 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 63,709 shares
    Change vs previous 13F -1,607 shares

    3.07% of the 13F portfolio, value $6,147,304.

    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 65,316 shares
    Change vs previous 13F +2,538 shares

    2.84% of the 13F portfolio, value $5,263,170.

    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 62,778 shares
    Change vs previous 13F +3,184 shares

    2.66% of the 13F portfolio, value $4,835,150.

    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 59,594 shares
    Change vs previous 13F -1,047 shares

    2.79% of the 13F portfolio, value $4,476,082.

    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 60,641 shares
    Change vs previous 13F -43,003 shares

    2.35% of the 13F portfolio, value $4,156,312.

    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 103,644 shares
    Change vs previous 13F +1,649 shares

    2.61% of the 13F portfolio, value $6,236,284.

    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 101,995 shares
    Change vs previous 13F -6,830 shares

    2.4% of the 13F portfolio, value $5,996,310.

    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 108,825 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $7,030,113.

    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).