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Disclosery

CFC Planning Co LLC: XLE position timeline

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

CFC Planning Co LLC held 47,368 XLE 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 47,368 shares
    Change vs previous 13F +43,743 shares

    1.49% of the 13F portfolio, value $2,515,714.

    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 3,625 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $222,068.

    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).