• 13F History

CFC Planning Co LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$93.4M
Signature - Title
Christian McGill - Chief Compliance Officer
Location
Cicero, IN
Summary
This page shows a list of all the recent 13F filings made by CFC Planning Co LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CFC Planning Co LLC reported 61 stock holdings with total value $93.4M as of Q4 2024. Top holdings included AAPL, DIS, AXP, NKE, and TRV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 61 $93.4M $0 $0 AAPL, DIS, AXP, NKE, TRV 13F-HR 1/30/2025, 09:07 AM