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Disclosery

Capasso Planning Partners LLC: SPY position timeline

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

Capasso Planning Partners LLC held 49,648 SPY 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 49,648 shares
    Change vs previous 13F -2,727 shares

    18.49% of the 13F portfolio, value $37,075,602.

    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 52,375 shares
    Change vs previous 13F -3,328 shares

    18.38% of the 13F portfolio, value $34,061,604.

    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 55,703 shares
    Change vs previous 13F -2,031 shares

    20.88% of the 13F portfolio, value $37,984,677.

    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 57,734 shares
    Change vs previous 13F -17,057 shares

    23.97% of the 13F portfolio, value $38,461,425.

    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 74,791 shares
    Change vs previous 13F -19,922 shares

    26.14% of the 13F portfolio, value $46,209,590.

    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 94,713 shares
    Change vs previous 13F -17,615 shares

    22.18% of the 13F portfolio, value $52,981,759.

    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 112,328 shares
    Change vs previous 13F -41,743 shares

    26.31% of the 13F portfolio, value $65,833,449.

    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 154,071 shares
    Change vs previous 13F not available

    26.09% of the 13F portfolio, value $88,399,728.

    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).