CFC Planning Co LLC: PM position timeline

CFC Planning Co LLC held 31,698 PM 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 31,698 shares

   Change vs previous 13F +1,808 shares

   3.39% of the 13F portfolio, value $5,734,572.

   13F-HR 0001854428-26-000004 filed by CFC Planning Co LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,890 shares

   Change vs previous 13F +2,296 shares

   3.57% of the 13F portfolio, value $4,942,092.

   13F-HR 0001854428-26-000003 filed by CFC Planning Co LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 27,594 shares

   Change vs previous 13F +2,801 shares

   3.41% of the 13F portfolio, value $4,426,078.

   13F-HR 0001854428-26-000002 filed by CFC Planning Co LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 24,793 shares

   Change vs previous 13F +1,184 shares

   3.38% of the 13F portfolio, value $4,021,425.

   13F-HR 0001854428-25-000003 filed by CFC Planning Co LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 23,609 shares

   Change vs previous 13F +3,035 shares

   4.15% of the 13F portfolio, value $4,299,907.

   13F-HR 0001085146-25-004863 filed by CFC Planning Co LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 20,574 shares

   Change vs previous 13F +1,564 shares

   3.57% of the 13F portfolio, value $3,265,711.

   13F-HR/A 0001085146-25-005755 filed by CFC Planning Co LLC
   Filed 2025-09-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

7. period ended2024-12-31

   13F 19,010 shares

   Change vs previous 13F not available

   2.45% of the 13F portfolio, value $2,287,853.

   13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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