Capasso Planning Partners LLC: MARM position timeline

Capasso Planning Partners LLC held 39,170 MARM 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 39,170 shares

   Change vs previous 13F +1,372 shares

   0.67% of the 13F portfolio, value $1,336,935.

   13F-HR 0001911938-26-000003 filed by Capasso Planning Partners LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 37,798 shares

   Change vs previous 13F 0 shares

   0.68% of the 13F portfolio, value $1,265,477.

   13F-HR 0001911938-26-000002 filed by Capasso Planning Partners LLC
   Filed 2026-05-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 37,798 shares

   Change vs previous 13F -23,878 shares

   0.69% of the 13F portfolio, value $1,249,405.

   13F-HR 0001911938-26-000001 filed by Capasso Planning Partners LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 61,676 shares

   Change vs previous 13F 0 shares

   1.25% of the 13F portfolio, value $2,010,638.

   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).

5. period ended2025-06-30

   13F 61,676 shares

   Change vs previous 13F not available

   1.12% of the 13F portfolio, value $1,981,045.

   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).