Filer · Institutional
Capital Planning Advisors,LLC
CIK 0001631941TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001172661-26-001916 · filed 2026-05-14
146
positions
Q4 202513F-HR
0001172661-26-000976 · filed 2026-02-17
163
positions
Q3 202513F-HR
0001172661-25-004624 · filed 2025-11-07
143
positions
Q2 202513F-HR
0001172661-25-003407 · filed 2025-08-14
137
positions
Q1 202513F-HR
0001172661-25-001696 · filed 2025-05-12
135
positions
Q4 202413F-HR
0001172661-25-000259 · filed 2025-01-17
137
positions
Q3 202413F-HR
0001172661-24-004558 · filed 2024-11-12
139
positions
Q2 202413F-HR
0001172661-24-003236 · filed 2024-08-12
136
positions
Q1 202413F-HR
0001172661-24-002389 · filed 2024-05-15
142
positions
Q4 202313F-HR
0001172661-24-000663 · filed 2024-02-12
135
positions
Q3 202313F-HR
0001172661-23-003522 · filed 2023-10-30
121
positions
Q2 202313F-HR
0001172661-23-002699 · filed 2023-08-01
128
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.