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Disclosery

CFC Planning Co LLC: CRM position timeline

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

CFC Planning Co LLC held 13,078 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,078 shares
    Change vs previous 13F -652 shares

    1.21% of the 13F portfolio, value $2,048,804.

    13F-HR 0001854428-26-000004 filed by CFC Planning Co 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 13,730 shares
    Change vs previous 13F +2,516 shares

    1.85% of the 13F portfolio, value $2,562,985.

    13F-HR 0001854428-26-000003 filed by CFC Planning Co 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 11,214 shares
    Change vs previous 13F +687 shares

    2.29% of the 13F portfolio, value $2,970,708.

    13F-HR 0001854428-26-000002 filed by CFC Planning Co 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 10,527 shares
    Change vs previous 13F +513 shares

    2.1% of the 13F portfolio, value $2,494,906.

    13F-HR 0001854428-25-000003 filed by CFC Planning Co 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 10,014 shares
    Change vs previous 13F +587 shares

    2.64% of the 13F portfolio, value $2,730,726.

    13F-HR 0001085146-25-004863 filed by CFC Planning Co 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/A 9,427 shares
    Change vs previous 13F +815 shares

    2.76% of the 13F portfolio, value $2,529,838.

    13F-HR/A 0001085146-25-005755 filed by CFC Planning Co 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 8,612 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $2,879,259.

    13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).