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Disclosery

CFC Planning Co LLC: V position timeline

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

CFC Planning Co LLC held 11,698 V 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 11,698 shares
    Change vs previous 13F +1,777 shares

    2.37% of the 13F portfolio, value $4,013,551.

    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 9,921 shares
    Change vs previous 13F +1,704 shares

    2.16% of the 13F portfolio, value $2,998,597.

    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 8,217 shares
    Change vs previous 13F +1,156 shares

    2.22% of the 13F portfolio, value $2,881,870.

    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 7,061 shares
    Change vs previous 13F +1,473 shares

    2.03% of the 13F portfolio, value $2,410,568.

    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 5,588 shares
    Change vs previous 13F +207 shares

    1.92% of the 13F portfolio, value $1,984,107.

    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 5,381 shares
    Change vs previous 13F +305 shares

    2.06% of the 13F portfolio, value $1,885,911.

    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 5,076 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,604,297.

    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).