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Disclosery

Capasso Planning Partners LLC: OCTM position timeline

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

Capasso Planning Partners LLC held 23,318 OCTM 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 23,318 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $783,477.

    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 23,318 shares
    Change vs previous 13F +1,265 shares

    0.41% of the 13F portfolio, value $758,534.

    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 22,053 shares
    Change vs previous 13F +663 shares

    0.4% of the 13F portfolio, value $720,156.

    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 21,390 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $688,330.

    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 21,390 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $672,200.

    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 21,390 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $649,356.

    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 21,390 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $652,608.

    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).