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Disclosery

Capasso Planning Partners LLC: SCHF position timeline

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

Capasso Planning Partners LLC held 27,838 SCHF 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 27,838 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $771,113.

    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 27,838 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $688,991.

    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 27,838 shares
    Change vs previous 13F -11,114 shares

    0.37% of the 13F portfolio, value $669,226.

    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 38,952 shares
    Change vs previous 13F -6,801 shares

    0.57% of the 13F portfolio, value $906,803.

    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 45,753 shares
    Change vs previous 13F -10,058 shares

    0.57% of the 13F portfolio, value $1,011,141.

    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 55,811 shares
    Change vs previous 13F -577 shares

    0.46% of the 13F portfolio, value $1,103,942.

    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 56,388 shares
    Change vs previous 13F +21,696 shares

    0.42% of the 13F portfolio, value $1,043,178.

    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 34,692 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,426,535.

    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).