Skip to content
Disclosery

Capasso Planning Partners LLC: COWZ position timeline

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

Capasso Planning Partners LLC held 5,142 COWZ 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 5,142 shares
    Change vs previous 13F -136 shares

    0.16% of the 13F portfolio, value $319,849.

    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 5,278 shares
    Change vs previous 13F -995 shares

    0.18% of the 13F portfolio, value $330,168.

    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 6,273 shares
    Change vs previous 13F -3,561 shares

    0.21% of the 13F portfolio, value $377,476.

    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 9,834 shares
    Change vs previous 13F -4,142 shares

    0.35% of the 13F portfolio, value $565,180.

    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 13,976 shares
    Change vs previous 13F -10,217 shares

    0.44% of the 13F portfolio, value $770,051.

    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 24,193 shares
    Change vs previous 13F -8,025 shares

    0.55% of the 13F portfolio, value $1,324,782.

    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 32,218 shares
    Change vs previous 13F -15,348 shares

    0.73% of the 13F portfolio, value $1,819,670.

    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 47,566 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,750,758.

    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).