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Capasso Planning Partners LLCETFConcentrated long-term

CIK: 0001911938 | CHARLESTON, SC

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR86$200.5M2026-08-18SEC ↗
Q1 2026
13F-HR73$185.3M2026-05-27SEC ↗
Q4 2025
13F-HR76$182.6M2026-02-17SEC ↗
Q3 2025
13F-HR70$163.1M2025-11-12SEC ↗
Q2 2025
13F-HR83$176.8M2025-08-06SEC ↗
Q1 2025
13F-HR99$238.9M2025-04-24SEC ↗
Q4 2024
13F-HR100$250.2M2025-02-10SEC ↗
Q3 2024
13F-HR148$338.8M2024-12-02SEC ↗
Q2 2024
13F-HR140$307.9M2024-12-02SEC ↗
Q1 2024
13F-HR111$241.4M2024-04-24SEC ↗
Q4 2023
13F-HR100$214.3M2024-01-26SEC ↗
Q3 2023
13F-HR97$186.9M2023-10-26SEC ↗
Q2 2023
13F-HR99$185.9M2023-08-11SEC ↗
Q1 2023
13F-HR97$170.4M2023-05-02SEC ↗
Q4 2022
13F-HR102$156.9M2023-01-20SEC ↗
Q3 2022
13F-HR90$6.3M2022-11-09SEC ↗
Q2 2022
13F-HR88$5.8M2022-08-11SEC ↗
Q1 2022
13F-HR90$6.6M2022-05-09SEC ↗
Q4 2021
13F-HR83$4.2M2022-02-17SEC ↗