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Disclosery

Capasso Planning Partners LLC: VTI position timeline

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

Capasso Planning Partners LLC held 14,782 VTI 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 14,782 shares
    Change vs previous 13F -40 shares

    2.73% of the 13F portfolio, value $5,469,836.

    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 14,822 shares
    Change vs previous 13F +170 shares

    2.57% of the 13F portfolio, value $4,754,928.

    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 14,652 shares
    Change vs previous 13F +9,545 shares

    2.7% of the 13F portfolio, value $4,912,421.

    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 5,107 shares
    Change vs previous 13F -1,131 shares

    1.04% of the 13F portfolio, value $1,675,950.

    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 6,238 shares
    Change vs previous 13F -3,451 shares

    1.07% of the 13F portfolio, value $1,896,028.

    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 9,689 shares
    Change vs previous 13F -934 shares

    1.11% of the 13F portfolio, value $2,662,986.

    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 10,623 shares
    Change vs previous 13F -2,900 shares

    1.23% of the 13F portfolio, value $3,078,628.

    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 13,523 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $3,829,136.

    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).