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Capasso Planning Partners LLC: VEA position timeline

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

Capasso Planning Partners LLC held 191,851 VEA 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 191,851 shares
    Change vs previous 13F -3,412 shares

    6.82% of the 13F portfolio, value $13,669,381.

    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 195,263 shares
    Change vs previous 13F +11,853 shares

    6.75% of the 13F portfolio, value $12,512,472.

    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 183,410 shares
    Change vs previous 13F +13,558 shares

    6.3% of the 13F portfolio, value $11,457,597.

    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 169,852 shares
    Change vs previous 13F -6,593 shares

    6.34% of the 13F portfolio, value $10,177,526.

    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 176,445 shares
    Change vs previous 13F -104,035 shares

    5.69% of the 13F portfolio, value $10,059,113.

    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 280,480 shares
    Change vs previous 13F +115 shares

    5.97% of the 13F portfolio, value $14,256,808.

    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 280,365 shares
    Change vs previous 13F -37,695 shares

    5.36% of the 13F portfolio, value $13,407,067.

    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 318,060 shares
    Change vs previous 13F not available

    4.96% of the 13F portfolio, value $16,796,732.

    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).