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Manager record

CFC Planning Co LLC

Cicero, IN · CIK 1854428 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$186.28MReported 13F valueQ3 2026 · as filed
67Holdings listed
+8.9%vs prior quartervalue change includes market moves
7Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q1 2025 to Q3 2026Q1 2025: $93.4M$93.4MQ1 202581 holdingsQ2 2025: $106.0M$106.0MQ2 202588 holdingsQ3 2025: $121.8M$121.8MQ3 202594 holdingsQ4 2025: $131.7M$131.7MQ4 202572 holdingsQ1 2026: $140.1M$140.1MQ1 202672 holdingsQ2 2026: $171.0M$171.0MQ2 202671 holdingsQ3 2026: $186.3M$186.3MQ3 202667 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$186.28M · 67 holdings listed · View original SEC filing ↗
Aug 05 2026 13F-HR · period Q2 2026

$171.02M · 71 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$140.14M · 72 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$131.69M · 72 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$121.83M · 94 holdings listed · View original SEC filing ↗
Sep 23 2025 13F-HR/A · period Q1 2025

$93.45M · 81 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$105.96M · 88 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology