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Disclosery

CFC Planning Co LLC: MO position timeline

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

CFC Planning Co LLC held 68,079 MO 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 68,079 shares
    Change vs previous 13F +4,998 shares

    2.89% of the 13F portfolio, value $4,898,310.

    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 63,081 shares
    Change vs previous 13F +5,483 shares

    3% of the 13F portfolio, value $4,162,739.

    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 57,598 shares
    Change vs previous 13F +6,200 shares

    2.56% of the 13F portfolio, value $3,321,101.

    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 51,398 shares
    Change vs previous 13F +1,280 shares

    2.85% of the 13F portfolio, value $3,395,352.

    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 50,118 shares
    Change vs previous 13F +5,048 shares

    2.84% of the 13F portfolio, value $2,938,418.

    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 45,070 shares
    Change vs previous 13F +5,831 shares

    2.96% of the 13F portfolio, value $2,705,101.

    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 39,239 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,051,807.

    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).