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Disclosery

Capasso Planning Partners LLC: SCHD position timeline

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

Capasso Planning Partners LLC held 54,379 SCHD 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 54,379 shares
    Change vs previous 13F +1,416 shares

    0.86% of the 13F portfolio, value $1,724,336.

    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 52,963 shares
    Change vs previous 13F -4,914 shares

    0.88% of the 13F portfolio, value $1,624,888.

    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 57,877 shares
    Change vs previous 13F -13,556 shares

    0.87% of the 13F portfolio, value $1,587,565.

    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 71,433 shares
    Change vs previous 13F -13,383 shares

    1.22% of the 13F portfolio, value $1,950,101.

    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 84,816 shares
    Change vs previous 13F -18,397 shares

    1.27% of the 13F portfolio, value $2,247,606.

    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 103,213 shares
    Change vs previous 13F -21,885 shares

    1.21% of the 13F portfolio, value $2,885,819.

    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 125,098 shares
    Change vs previous 13F +33,977 shares

    1.37% of the 13F portfolio, value $3,417,667.

    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 91,121 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $7,702,478.

    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).