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Disclosery

Capasso Planning Partners LLC: STIP position timeline

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

Capasso Planning Partners LLC held 18,995 STIP 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 18,995 shares
    Change vs previous 13F +64 shares

    0.97% of the 13F portfolio, value $1,940,565.

    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 18,931 shares
    Change vs previous 13F +18 shares

    1.06% of the 13F portfolio, value $1,958,080.

    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 18,913 shares
    Change vs previous 13F +10,344 shares

    1.06% of the 13F portfolio, value $1,936,548.

    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 8,569 shares
    Change vs previous 13F -1,135 shares

    0.55% of the 13F portfolio, value $885,698.

    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 9,704 shares
    Change vs previous 13F -1,319 shares

    0.56% of the 13F portfolio, value $998,641.

    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 11,023 shares
    Change vs previous 13F -1,074 shares

    0.48% of the 13F portfolio, value $1,140,553.

    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 12,097 shares
    Change vs previous 13F -3,030 shares

    0.49% of the 13F portfolio, value $1,216,933.

    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 15,127 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,532,671.

    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).