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Disclosery

Capasso Planning Partners LLC: AVUV position timeline

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

Capasso Planning Partners LLC held 6,558 AVUV 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 6,558 shares
    Change vs previous 13F +103 shares

    0.41% of the 13F portfolio, value $818,188.

    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 6,455 shares
    Change vs previous 13F -51 shares

    0.38% of the 13F portfolio, value $713,084.

    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 6,506 shares
    Change vs previous 13F +182 shares

    0.36% of the 13F portfolio, value $663,482.

    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 6,324 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $629,428.

    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).