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Disclosery

Capasso Planning Partners LLC: SPTI position timeline

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

Capasso Planning Partners LLC held 408,514 SPTI 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 408,514 shares
    Change vs previous 13F -1,795 shares

    5.78% of the 13F portfolio, value $11,597,704.

    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 410,309 shares
    Change vs previous 13F +20,920 shares

    6.35% of the 13F portfolio, value $11,759,458.

    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 389,389 shares
    Change vs previous 13F +36,695 shares

    6.17% of the 13F portfolio, value $11,229,991.

    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 352,694 shares
    Change vs previous 13F +20,599 shares

    6.35% of the 13F portfolio, value $10,192,851.

    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 332,095 shares
    Change vs previous 13F -61,382 shares

    5.4% of the 13F portfolio, value $9,554,383.

    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 393,477 shares
    Change vs previous 13F +20,393 shares

    4.71% of the 13F portfolio, value $11,245,583.

    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 373,084 shares
    Change vs previous 13F +35,789 shares

    4.16% of the 13F portfolio, value $10,401,570.

    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 337,295 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $9,801,795.

    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).