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Disclosery

Capasso Planning Partners LLC: COWG position timeline

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

Capasso Planning Partners LLC held 8,176 COWG 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 8,176 shares
    Change vs previous 13F -445 shares

    0.16% of the 13F portfolio, value $328,251.

    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 8,621 shares
    Change vs previous 13F -177 shares

    0.16% of the 13F portfolio, value $290,870.

    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 8,798 shares
    Change vs previous 13F -2,517 shares

    0.17% of the 13F portfolio, value $309,777.

    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 11,315 shares
    Change vs previous 13F -6,151 shares

    0.26% of the 13F portfolio, value $410,744.

    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 17,466 shares
    Change vs previous 13F -16,578 shares

    0.35% of the 13F portfolio, value $613,248.

    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 34,044 shares
    Change vs previous 13F -11,079 shares

    0.44% of the 13F portfolio, value $1,048,206.

    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 45,123 shares
    Change vs previous 13F -25,812 shares

    0.58% of the 13F portfolio, value $1,445,740.

    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 70,935 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,037,968.

    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).