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CFC Planning Co LLC: LLY position timeline

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

CFC Planning Co LLC held 1,659 LLY 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 1,659 shares
    Change vs previous 13F +1 shares

    1.18% of the 13F portfolio, value $1,990,375.

    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 1,658 shares
    Change vs previous 13F +402 shares

    1.1% of the 13F portfolio, value $1,525,152.

    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 1,256 shares
    Change vs previous 13F +27 shares

    1.04% of the 13F portfolio, value $1,350,612.

    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 1,229 shares
    Change vs previous 13F +20 shares

    0.79% of the 13F portfolio, value $938,111.

    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 1,209 shares
    Change vs previous 13F +1 shares

    0.91% of the 13F portfolio, value $943,128.

    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 1,208 shares
    Change vs previous 13F +59 shares

    1.09% of the 13F portfolio, value $997,967.

    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 1,149 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $887,706.

    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).