Skip to content
Disclosery

Capasso Planning Partners LLC: SLYV position timeline

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

Capasso Planning Partners LLC held 97,845 SLYV 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 97,845 shares
    Change vs previous 13F -1,338 shares

    5.32% of the 13F portfolio, value $10,675,859.

    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 99,183 shares
    Change vs previous 13F +7,463 shares

    5.06% of the 13F portfolio, value $9,380,704.

    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 91,720 shares
    Change vs previous 13F +10,512 shares

    4.59% of the 13F portfolio, value $8,343,730.

    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 81,208 shares
    Change vs previous 13F +3,861 shares

    4.49% of the 13F portfolio, value $7,199,095.

    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 77,347 shares
    Change vs previous 13F -59,643 shares

    3.49% of the 13F portfolio, value $6,169,229.

    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 136,990 shares
    Change vs previous 13F +781 shares

    4.5% of the 13F portfolio, value $10,740,020.

    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 136,209 shares
    Change vs previous 13F -12,866 shares

    4.75% of the 13F portfolio, value $11,884,196.

    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 149,075 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $12,942,700.

    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).