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Disclosery

Capasso Planning Partners LLC: REET position timeline

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

Capasso Planning Partners LLC held 93,015 REET 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 93,015 shares
    Change vs previous 13F +82 shares

    1.28% of the 13F portfolio, value $2,569,073.

    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 92,933 shares
    Change vs previous 13F +7,560 shares

    1.26% of the 13F portfolio, value $2,337,267.

    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 85,373 shares
    Change vs previous 13F +9,913 shares

    1.17% of the 13F portfolio, value $2,130,045.

    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 75,460 shares
    Change vs previous 13F -564 shares

    1.2% of the 13F portfolio, value $1,928,765.

    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 76,024 shares
    Change vs previous 13F -28,832 shares

    1.06% of the 13F portfolio, value $1,877,804.

    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 104,856 shares
    Change vs previous 13F +5,068 shares

    1.06% of the 13F portfolio, value $2,543,807.

    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 99,788 shares
    Change vs previous 13F -21,729 shares

    0.96% of the 13F portfolio, value $2,391,909.

    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 121,517 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,243,298.

    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).