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CFC Planning Co LLC: DFEB position timeline

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

CFC Planning Co LLC held 6,270 DFEB 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 6,270 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $316,587.

    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 6,275 shares
    Change vs previous 13F +361 shares

    0.21% of the 13F portfolio, value $297,247.

    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 5,914 shares
    Change vs previous 13F -8 shares

    0.22% of the 13F portfolio, value $282,226.

    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 5,922 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $275,589.

    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 5,933 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $264,876.

    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 5,933 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $250,076.

    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).