Capital Financial Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Capital Financial Planning going back to Feb. 15, 2019
- WealthOne 2023 Q3 - filed Oct. 12, 2023 - new!
- WealthOne 2023 Q2 - filed July 24, 2023
- WealthOne 2023 Q1 - filed April 20, 2023
- WealthOne 2022 Q4 - filed Jan. 24, 2023
- Wealthpoint 2022 Q3 - filed Oct. 18, 2022
- Wealthpoint 2022 Q2 - filed July 18, 2022
- Wealthpoint 2022 Q1 - filed April 27, 2022
- Wealthpoint 2021 Q4 - filed Feb. 11, 2022
- Wealthpoint 2021 Q3 - filed Nov. 1, 2021
- Wealthpoint 2021 Q2 - filed July 26, 2021
- Capital Financial Planning 2021 Q1 - filed April 27, 2021
- Capital Financial Planning 2020 Q4 - filed Feb. 8, 2021
- Capital Financial Planning 2020 Q3 - filed Nov. 9, 2020
- Capital Financial Planning 2020 Q2 - filed Aug. 6, 2020
- Capital Financial Planning 2020 Q1 - filed April 16, 2020
- Capital Financial Planning 2019 Q4 - filed Jan. 31, 2020
- Capital Financial Planning 2019 Q3 - filed Nov. 14, 2019
- Capital Financial Planning 2019 Q2 - filed Aug. 8, 2019
- Capital Financial Planning 2019 Q1 - filed May 16, 2019
- Capital Financial Planning 2018 Q4 - filed Feb. 15, 2019