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CFC Planning Co LLC: SECT position timeline

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

CFC Planning Co LLC held 41,100 SECT 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 41,100 shares
    Change vs previous 13F -648 shares

    1.75% of the 13F portfolio, value $2,961,666.

    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 41,748 shares
    Change vs previous 13F +2,241 shares

    1.82% of the 13F portfolio, value $2,521,162.

    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 39,507 shares
    Change vs previous 13F -223 shares

    1.96% of the 13F portfolio, value $2,549,387.

    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 39,730 shares
    Change vs previous 13F +241 shares

    2.1% of the 13F portfolio, value $2,503,785.

    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 39,489 shares
    Change vs previous 13F -745 shares

    2.21% of the 13F portfolio, value $2,293,126.

    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 40,234 shares
    Change vs previous 13F -4,594 shares

    2.24% of the 13F portfolio, value $2,054,348.

    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 44,828 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $2,463,746.

    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).