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CFC Planning Co LLC: IBM position timeline

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

CFC Planning Co LLC held 14,120 IBM 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 14,120 shares
    Change vs previous 13F +1,305 shares

    2.35% of the 13F portfolio, value $3,970,783.

    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 12,815 shares
    Change vs previous 13F +2,745 shares

    2.24% of the 13F portfolio, value $3,106,290.

    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 10,070 shares
    Change vs previous 13F +1,168 shares

    2.29% of the 13F portfolio, value $2,982,881.

    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 8,902 shares
    Change vs previous 13F +624 shares

    2.11% of the 13F portfolio, value $2,511,815.

    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 8,278 shares
    Change vs previous 13F +488 shares

    2.36% of the 13F portfolio, value $2,440,216.

    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 7,790 shares
    Change vs previous 13F +746 shares

    2.12% of the 13F portfolio, value $1,937,085.

    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 7,044 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,548,502.

    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).