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Disclosery

Capasso Planning Partners LLC: VCIT position timeline

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

Capasso Planning Partners LLC held 66,613 VCIT 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 66,613 shares
    Change vs previous 13F +412 shares

    2.75% of the 13F portfolio, value $5,505,546.

    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 66,201 shares
    Change vs previous 13F +2,494 shares

    2.96% of the 13F portfolio, value $5,478,147.

    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 63,707 shares
    Change vs previous 13F +4,935 shares

    2.93% of the 13F portfolio, value $5,335,476.

    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 58,772 shares
    Change vs previous 13F -346 shares

    3.08% of the 13F portfolio, value $4,943,295.

    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 59,118 shares
    Change vs previous 13F -17,046 shares

    2.77% of the 13F portfolio, value $4,902,084.

    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 76,164 shares
    Change vs previous 13F +1,769 shares

    2.61% of the 13F portfolio, value $6,227,197.

    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 74,395 shares
    Change vs previous 13F +8,388 shares

    2.39% of the 13F portfolio, value $5,971,634.

    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 66,007 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $5,528,117.

    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).