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Disclosery

Capasso Planning Partners LLC: SCHX position timeline

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

Capasso Planning Partners LLC held 21,465 SCHX 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 21,465 shares
    Change vs previous 13F +629 shares

    0.32% of the 13F portfolio, value $631,715.

    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 20,836 shares
    Change vs previous 13F -1,828 shares

    0.29% of the 13F portfolio, value $534,239.

    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 22,664 shares
    Change vs previous 13F -5,251 shares

    0.34% of the 13F portfolio, value $609,898.

    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 27,915 shares
    Change vs previous 13F -27,110 shares

    0.46% of the 13F portfolio, value $735,278.

    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 55,025 shares
    Change vs previous 13F -19,193 shares

    0.76% of the 13F portfolio, value $1,344,827.

    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 74,218 shares
    Change vs previous 13F -3,396 shares

    0.69% of the 13F portfolio, value $1,638,737.

    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 77,614 shares
    Change vs previous 13F +38,214 shares

    0.72% of the 13F portfolio, value $1,799,092.

    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 39,400 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,673,275.

    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).