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Disclosery

Capasso Planning Partners LLC: FTSM position timeline

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

Capasso Planning Partners LLC held 95,237 FTSM 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 95,237 shares
    Change vs previous 13F -43,953 shares

    2.84% of the 13F portfolio, value $5,688,522.

    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 139,190 shares
    Change vs previous 13F +11,725 shares

    4.49% of the 13F portfolio, value $8,320,756.

    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 127,465 shares
    Change vs previous 13F -28,650 shares

    4.2% of the 13F portfolio, value $7,638,972.

    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 156,115 shares
    Change vs previous 13F -43,876 shares

    5.83% of the 13F portfolio, value $9,352,868.

    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 199,991 shares
    Change vs previous 13F +20,820 shares

    6.77% of the 13F portfolio, value $11,973,445.

    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 179,171 shares
    Change vs previous 13F +123,012 shares

    4.49% of the 13F portfolio, value $10,721,568.

    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 56,159 shares
    Change vs previous 13F +27,315 shares

    1.34% of the 13F portfolio, value $3,356,613.

    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 28,844 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,726,890.

    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).