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Disclosery

CFC Planning Co LLC: XLK position timeline

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

CFC Planning Co LLC held 15,783 XLK 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 15,783 shares
    Change vs previous 13F -412 shares

    1.78% of the 13F portfolio, value $3,006,977.

    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 16,195 shares
    Change vs previous 13F -376 shares

    1.55% of the 13F portfolio, value $2,152,316.

    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 16,571 shares
    Change vs previous 13F +7,153 shares

    1.84% of the 13F portfolio, value $2,385,727.

    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 9,418 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,654,557.

    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).