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Disclosery

CFC Planning Co LLC: SPY position timeline

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

CFC Planning Co LLC held 3,725 SPY 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 3,725 shares
    Change vs previous 13F -112 shares

    1.64% of the 13F portfolio, value $2,782,220.

    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 3,837 shares
    Change vs previous 13F -488 shares

    1.8% of the 13F portfolio, value $2,495,682.

    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 4,325 shares
    Change vs previous 13F +531 shares

    2.27% of the 13F portfolio, value $2,949,517.

    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 3,794 shares
    Change vs previous 13F +105 shares

    2.12% of the 13F portfolio, value $2,527,577.

    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 3,689 shares
    Change vs previous 13F +259 shares

    2.2% of the 13F portfolio, value $2,279,838.

    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 3,430 shares
    Change vs previous 13F +3,029 shares

    2.1% of the 13F portfolio, value $1,919,126.

    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 401 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $235,333.

    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).