Capasso Planning Partners LLC: GLD position timeline

Capasso Planning Partners LLC held 0 GLD shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,150 shares

   13F-HR 0001941040-25-000635 filed by Capasso Planning Partners LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,150 shares

   Change vs previous 13F -2,524 shares

   0.2% of the 13F portfolio, value $350,555.

   13F-HR 0001941040-25-000434 filed by Capasso Planning Partners LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 3,674 shares

   Change vs previous 13F +1,330 shares

   0.44% of the 13F portfolio, value $1,058,626.

   13F-HR 0001941040-25-000226 filed by Capasso Planning Partners LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,344 shares

   Change vs previous 13F -6,237 shares

   0.23% of the 13F portfolio, value $567,553.

   13F-HR 0001941040-25-000096 filed by Capasso Planning Partners LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 8,581 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $2,085,698.

   13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
   Filed 2024-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).