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Disclosery

Capasso Planning Partners LLC: ICOW position timeline

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

Capasso Planning Partners LLC held 6,670 ICOW 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 6,670 shares
    Change vs previous 13F -832 shares

    0.14% of the 13F portfolio, value $277,666.

    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 7,502 shares
    Change vs previous 13F -1,805 shares

    0.17% of the 13F portfolio, value $318,403.

    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 9,307 shares
    Change vs previous 13F -4,888 shares

    0.2% of the 13F portfolio, value $359,978.

    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 14,195 shares
    Change vs previous 13F -7,007 shares

    0.32% of the 13F portfolio, value $516,987.

    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 21,202 shares
    Change vs previous 13F -9,197 shares

    0.41% of the 13F portfolio, value $721,502.

    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 30,399 shares
    Change vs previous 13F -9,879 shares

    0.4% of the 13F portfolio, value $954,844.

    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 40,278 shares
    Change vs previous 13F -25,630 shares

    0.47% of the 13F portfolio, value $1,175,730.

    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 65,908 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,084,658.

    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).