Position in UI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$257,634
+$27,994 QoQ
Shares Held
326
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026CFC Planning Co LLC holds $13,185,002 across 1 Communication Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
112,251 | $13,185,002 |
All Filings in UI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,634 | 326 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $229,640 | 415 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $249,038 | 377 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||