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Disclosery

Capasso Planning Partners LLC: SPTM position timeline

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

Capasso Planning Partners LLC held 210,645 SPTM 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 210,645 shares
    Change vs previous 13F -2,065 shares

    9.54% of the 13F portfolio, value $19,124,443.

    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 212,710 shares
    Change vs previous 13F +16,384 shares

    9.07% of the 13F portfolio, value $16,816,840.

    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 196,326 shares
    Change vs previous 13F +14,347 shares

    8.9% of the 13F portfolio, value $16,196,877.

    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 181,979 shares
    Change vs previous 13F +5,711 shares

    9.15% of the 13F portfolio, value $14,676,618.

    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 176,268 shares
    Change vs previous 13F -81,177 shares

    7.47% of the 13F portfolio, value $13,200,700.

    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 257,445 shares
    Change vs previous 13F -2,196 shares

    7.33% of the 13F portfolio, value $17,508,834.

    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 259,641 shares
    Change vs previous 13F -38,465 shares

    7.41% of the 13F portfolio, value $18,546,180.

    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 298,106 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $20,885,296.

    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).