Capasso Planning Partners LLC

Business address
635 East Bay Street, Suite C, Charleston, SC, 29403
Top securities (13F)
SPY, SPTM, SPTI, VEA, FTSM, SLYV, SHY, VCIT, AAPL, AVEM, BUFR, VCSH, VOO, BRKB, AVDV, MARM, SCHD, REET, FNDX, and VTI
State of incorporation
SC
Fiscal year end
31 December
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Capasso Planning Partners LLC has filed 18 SEC EDGAR filings since 17 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Nov 2025 30 Sep 2025 028-22271
N-PX Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-22271
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-22271
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-22271
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-22271
N-PX Open Document Open Filing 13 Dec 2024 30 Jun 2024 028-22271
13F-HR Open Document Open Filing 02 Dec 2024 30 Sep 2024 028-22271
13F-HR Open Document Open Filing 02 Dec 2024 30 Jun 2024 028-22271
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-22271
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-22271
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-22271
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-22271
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-22271
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-22271
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-22271
13F-HR Open Document Open Filing 11 Aug 2022 30 Jun 2022 028-22271
13F-HR Open Document Open Filing 09 May 2022 31 Mar 2022 028-22271
13F-HR Open Document Open Filing 17 Feb 2022 31 Dec 2021 028-22271