Capasso Planning Partners LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Charleston, SC
CIK
0001911938
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 97 186,880 13F-HR 10/25/2023 000194104023000303 Capasso Planning Partners LLC
Q2 2023 99 185,936 13F-HR 8/10/2023 000194104023000212 Capasso Planning Partners LLC
Q1 2023 97 170,441 13F-HR 5/1/2023 000194104023000119 Capasso Planning Partners LLC
Q4 2022 102 156,927 13F-HR 1/20/2023 000194104023000020 Capasso Planning Partners LLC
Q3 2022 90 143,304 13F-HR 11/9/2022 000191193822000010 Capasso Planning Partners LLC
Q2 2022 88 140,960 13F-HR 8/11/2022 000191193822000008 Capasso Planning Partners LLC
Q1 2022 90 141,724 13F-HR 5/9/2022 000191193822000004 Capasso Planning Partners LLC
Q4 2021 83 136,926 13F-HR 2/17/2022 000191193822000002 Capasso Planning Partners LLC