Skip to content
Disclosery

Capasso Planning Partners LLC: FNDX position timeline

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

Capasso Planning Partners LLC held 50,920 FNDX 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 50,920 shares
    Change vs previous 13F -1,114 shares

    0.79% of the 13F portfolio, value $1,583,607.

    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 52,034 shares
    Change vs previous 13F -4,652 shares

    0.78% of the 13F portfolio, value $1,449,160.

    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 56,686 shares
    Change vs previous 13F -10,508 shares

    0.85% of the 13F portfolio, value $1,542,440.

    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 67,194 shares
    Change vs previous 13F -9,540 shares

    1.1% of the 13F portfolio, value $1,767,210.

    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 76,734 shares
    Change vs previous 13F -32,679 shares

    1.07% of the 13F portfolio, value $1,883,044.

    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 109,413 shares
    Change vs previous 13F -22,636 shares

    1.08% of the 13F portfolio, value $2,583,241.

    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 132,049 shares
    Change vs previous 13F +69,177 shares

    1.25% of the 13F portfolio, value $3,126,927.

    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 62,872 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,511,680.

    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).