Filer · Institutional
Capital Wealth Planning,LLC
CIK 0001566728TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0002085853-26-000600 · filed 2026-05-15
151
positions
Q4 202513F-HR
0002085853-26-000251 · filed 2026-02-11
155
positions
Q3 202513F-HR
0002085853-25-000273 · filed 2025-11-13
152
positions
Q2 202513F-HR
0001566728-25-000006 · filed 2025-08-07
140
positions
Q1 202513F-HR
0001566728-25-000005 · filed 2025-05-12
141
positions
Q4 202413F-HR
0001566728-25-000001 · filed 2025-02-05
133
positions
Q3 202413F-HR
0001566728-24-000005 · filed 2024-11-12
144
positions
Q2 202413F-HR
0001566728-24-000004 · filed 2024-08-09
127
positions
Q1 202413F-HR
0001566728-24-000003 · filed 2024-05-07
137
positions
Q4 202313F-HR
0001566728-24-000001 · filed 2024-02-08
137
positions
Q3 202313F-HR
0001566728-23-000010 · filed 2023-11-06
136
positions
Q2 202313F-HR
0001566728-23-000009 · filed 2023-08-04
131
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.