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Manager record

CFC Planning Co LLC

Cicero, IN · CIK 1854428 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Aug 05 2026 13F-HR · period Q2 2026

$171.02M · 71 positions · View original SEC filing ↗

Apr 24 2026 13F-HR · period Q1 2026

$140.14M · 72 positions · View original SEC filing ↗

Jan 30 2026 13F-HR · period Q4 2025

$131.69M · 72 positions · View original SEC filing ↗

Oct 29 2025 13F-HR · period Q3 2025

$121.83M · 94 positions · View original SEC filing ↗

Sep 23 2025 13F-HR/A · period Q1 2025

$93.45M · 81 positions · amendment (new holdings) · View original SEC filing ↗

Aug 12 2025 13F-HR · period Q2 2025

$105.96M · 88 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: · latest filing Aug 05, 2026 · Change methodology