Skip to content
Disclosery

Capasso Planning Partners LLC: BUFR position timeline

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

Capasso Planning Partners LLC held 385,702 BUFR 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 385,702 shares
    Change vs previous 13F -19,721 shares

    7.03% of the 13F portfolio, value $14,089,694.

    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 405,423 shares
    Change vs previous 13F +41,798 shares

    7.39% of the 13F portfolio, value $13,691,135.

    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 363,625 shares
    Change vs previous 13F +235,960 shares

    6.85% of the 13F portfolio, value $12,457,793.

    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 127,665 shares
    Change vs previous 13F +60,133 shares

    2.66% of the 13F portfolio, value $4,266,564.

    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 67,532 shares
    Change vs previous 13F -2,292 shares

    1.21% of the 13F portfolio, value $2,147,517.

    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 69,824 shares
    Change vs previous 13F +50,688 shares

    0.87% of the 13F portfolio, value $2,073,089.

    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 19,136 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $583,071.

    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).