Skip to content
Disclosery

CFC Planning Co LLC: XLI position timeline

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

CFC Planning Co LLC held 15,139 XLI 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 15,139 shares
    Change vs previous 13F +738 shares

    1.66% of the 13F portfolio, value $2,804,197.

    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 14,401 shares
    Change vs previous 13F -943 shares

    1.68% of the 13F portfolio, value $2,329,074.

    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 15,344 shares
    Change vs previous 13F -1,573 shares

    1.83% of the 13F portfolio, value $2,380,161.

    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 16,917 shares
    Change vs previous 13F +2,569 shares

    2.19% of the 13F portfolio, value $2,609,109.

    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 14,348 shares
    Change vs previous 13F +1,367 shares

    2.04% of the 13F portfolio, value $2,116,617.

    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 12,981 shares
    Change vs previous 13F -3,087 shares

    1.86% of the 13F portfolio, value $1,701,420.

    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 16,068 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,117,120.

    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).