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Disclosery

CFC Planning Co LLC: XLC position timeline

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

CFC Planning Co LLC held 0 XLC 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 0 shares
    Change vs previous 13F -18,245 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 18,245 shares
    Change vs previous 13F -2,663 shares

    1.46% of the 13F portfolio, value $2,022,641.

    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 20,908 shares
    Change vs previous 13F -2,557 shares

    1.89% of the 13F portfolio, value $2,461,290.

    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 23,465 shares
    Change vs previous 13F +3,564 shares

    2.33% of the 13F portfolio, value $2,777,552.

    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 19,901 shares
    Change vs previous 13F +2,403 shares

    2.09% of the 13F portfolio, value $2,159,856.

    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 17,498 shares
    Change vs previous 13F -7,322 shares

    1.84% of the 13F portfolio, value $1,687,682.

    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 24,820 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,402,824.

    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).