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Disclosery

Capasso Planning Partners LLC: SHY position timeline

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

Capasso Planning Partners LLC held 74,526 SHY 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 74,526 shares
    Change vs previous 13F -179 shares

    3.05% of the 13F portfolio, value $6,119,296.

    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 74,705 shares
    Change vs previous 13F +3,463 shares

    3.33% of the 13F portfolio, value $6,168,389.

    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 71,242 shares
    Change vs previous 13F +4,932 shares

    3.24% of the 13F portfolio, value $5,900,244.

    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 66,310 shares
    Change vs previous 13F +7,047 shares

    3.43% of the 13F portfolio, value $5,501,037.

    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 59,263 shares
    Change vs previous 13F -13,763 shares

    2.78% of the 13F portfolio, value $4,910,527.

    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 73,026 shares
    Change vs previous 13F +6,267 shares

    2.53% of the 13F portfolio, value $6,041,423.

    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 66,759 shares
    Change vs previous 13F +5,428 shares

    2.19% of the 13F portfolio, value $5,472,873.

    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 61,331 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $5,099,643.

    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).