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Disclosery

CFC Planning Co LLC: UPS position timeline

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

CFC Planning Co LLC held 23,279 UPS 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 23,279 shares
    Change vs previous 13F +2,632 shares

    1.48% of the 13F portfolio, value $2,502,493.

    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 20,647 shares
    Change vs previous 13F +2,199 shares

    1.47% of the 13F portfolio, value $2,031,252.

    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 18,448 shares
    Change vs previous 13F +863 shares

    1.41% of the 13F portfolio, value $1,829,857.

    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 17,585 shares
    Change vs previous 13F +1,048 shares

    1.23% of the 13F portfolio, value $1,468,875.

    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 16,537 shares
    Change vs previous 13F +768 shares

    1.61% of the 13F portfolio, value $1,669,245.

    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 15,769 shares
    Change vs previous 13F +3,295 shares

    1.9% of the 13F portfolio, value $1,734,432.

    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 12,474 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,572,972.

    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).