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Disclosery

Capasso Planning Partners LLC: DDEC position timeline

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

Capasso Planning Partners LLC held 23,006 DDEC 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 23,006 shares
    Change vs previous 13F +247 shares

    0.54% of the 13F portfolio, value $1,089,909.

    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 22,759 shares
    Change vs previous 13F +16,889 shares

    0.54% of the 13F portfolio, value $1,007,769.

    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 5,870 shares
    Change vs previous 13F -110 shares

    0.15% of the 13F portfolio, value $264,678.

    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 5,980 shares
    Change vs previous 13F -139 shares

    0.16% of the 13F portfolio, value $261,745.

    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 6,119 shares
    Change vs previous 13F -8 shares

    0.14% of the 13F portfolio, value $255,538.

    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 6,127 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $239,811.

    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).