Capasso Planning Partners LLC: SCHJ position timeline

Capasso Planning Partners LLC held 0 SCHJ shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -16,226 shares

   13F-HR 0001941040-25-000635 filed by Capasso Planning Partners LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 16,226 shares

   Change vs previous 13F -14,287 shares

   0.23% of the 13F portfolio, value $402,573.

   13F-HR 0001941040-25-000434 filed by Capasso Planning Partners LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 30,513 shares

   Change vs previous 13F -9,128 shares

   0.31% of the 13F portfolio, value $751,829.

   13F-HR 0001941040-25-000226 filed by Capasso Planning Partners LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 39,641 shares

   Change vs previous 13F +10,052 shares

   0.39% of the 13F portfolio, value $966,262.

   13F-HR 0001941040-25-000096 filed by Capasso Planning Partners LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 29,589 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $1,467,937.

   13F-HR 0001941040-24-000530 filed by Capasso Planning Partners LLC
   Filed 2024-12-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).