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Capasso Planning Partners LLC: MUB position timeline

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

Capasso Planning Partners LLC held 29,083 MUB 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 29,083 shares
    Change vs previous 13F -1,126 shares

    1.56% of the 13F portfolio, value $3,129,935.

    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 30,209 shares
    Change vs previous 13F -2,344 shares

    1.73% of the 13F portfolio, value $3,206,728.

    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 32,553 shares
    Change vs previous 13F +21,544 shares

    1.92% of the 13F portfolio, value $3,486,757.

    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 11,009 shares
    Change vs previous 13F -1,463 shares

    0.73% of the 13F portfolio, value $1,172,396.

    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 12,472 shares
    Change vs previous 13F -3,201 shares

    0.74% of the 13F portfolio, value $1,303,025.

    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 15,673 shares
    Change vs previous 13F +367 shares

    0.69% of the 13F portfolio, value $1,652,537.

    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 15,306 shares
    Change vs previous 13F -5,990 shares

    0.65% of the 13F portfolio, value $1,630,816.

    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 21,296 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,313,340.

    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).