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Capital Financial Planning, LLC

CIK: 0001763608 | ALBANY, NY

Q2 2023 vs Q3 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2023
13F-HR85$247.6M2023-10-12SEC ↗
Q2 2023
13F-HR110$272.6M2023-07-24SEC ↗
Q1 2023
13F-HR104$256.1M2023-04-20SEC ↗
Q4 2022
13F-HR117$246.6M2023-01-24SEC ↗
Q3 2022
13F-HR107$3.6M2022-10-18SEC ↗
Q2 2022
13F-HR121$2.2M2022-07-18SEC ↗
Q1 2022
13F-HR123$1.4M2022-04-27SEC ↗
Q4 2021
13F-HR113$2.4M2022-02-11SEC ↗
Q3 2021
13F-HR131$2.2M2021-11-01SEC ↗
Q2 2021
13F-HR125$1.8M2021-07-26SEC ↗
Q1 2021
13F-HR120$988.9K2021-04-27SEC ↗
Q4 2020
13F-HR108$414.0K2021-02-08SEC ↗
Q3 2020
13F-HR103$392.3K2020-11-09SEC ↗
Q2 2020
13F-HR96$162.9K2020-08-06SEC ↗
Q1 2020
13F-HR87$130.5K2020-04-16SEC ↗
Q4 2019
13F-HR87$160.6K2020-01-31SEC ↗
Q3 2019
13F-HR88$355.6K2019-11-14SEC ↗
Q2 2019
13F-HR95$389.1K2019-08-08SEC ↗
Q1 2019
13F-HR85$88.5K2019-05-16SEC ↗
Q4 2018
13F-HR757$756.6K2019-02-15SEC ↗