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Disclosery

Capasso Planning Partners LLC: VCSH position timeline

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

Capasso Planning Partners LLC held 41,596 VCSH 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 41,596 shares
    Change vs previous 13F +53 shares

    1.64% of the 13F portfolio, value $3,287,331.

    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 41,543 shares
    Change vs previous 13F +1,230 shares

    1.78% of the 13F portfolio, value $3,293,139.

    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 40,313 shares
    Change vs previous 13F +2,109 shares

    1.77% of the 13F portfolio, value $3,214,186.

    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 38,204 shares
    Change vs previous 13F -1,792 shares

    1.9% of the 13F portfolio, value $3,053,628.

    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 39,996 shares
    Change vs previous 13F -15,686 shares

    1.8% of the 13F portfolio, value $3,179,648.

    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 55,682 shares
    Change vs previous 13F +462 shares

    1.84% of the 13F portfolio, value $4,395,514.

    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 55,220 shares
    Change vs previous 13F +5,238 shares

    1.72% of the 13F portfolio, value $4,307,742.

    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 49,982 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $3,969,555.

    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).