CFC Planning Co LLC SECT — NORTHERN LTS FD TR IV

Ownership history in CFC Planning Co LLC  ·  6 quarters on record

AI Ownership Summary

CFC Planning Co LLC reported NORTHERN LTS FD TR IV (SECT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.64% in 2024 Q4. The latest visible filing shows SECT at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SECT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CFC Planning Co LLC's position in NORTHERN LTS FD TR IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SECT was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SECT stock page CFC Planning Co LLC fund profile CFC Planning Co LLC full holdings
How CFC Planning Co LLC held SECT — position size vs. price
% of Fund (quarterly)    SECT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 41,748 +2,241 +5.7% 1.80% $2.5M 2026-04-24 $66.56
2025 Q4 REDUCED — — — 39,507 -223 -0.6% 1.94% $2.5M 2026-01-30 $64.56
2025 Q3 ADDED — — — 39,730 +241 +0.6% 2.06% $2.5M 2025-10-29 $64.50
2025 Q2 REDUCED — — — 39,489 -745 -1.9% 2.16% $2.3M 2025-08-12 $59.50
2025 Q1 REDUCED 10.2% +13.7% ❌ 40,234 -4,594 -10.2% 2.25% $2.1M 2025-04-30 $50.87
2024 Q4 INITIATED — — — 44,828 — — 2.64% $2.5M 2025-01-30 $56.32

🏢 Other funds also holding SECT

As of 2026 Q1 — sorted by position size

Madrona Financial Services, LLC 3Y 7Y 3.38% Echo45 Advisors LLC 3Y 2.38% BAM Wealth Management, LLC 0.96% Tactive Advisors, LLC 0.77% Barnes Dennig Private Wealth Management LLC 0.46% Independent Wealth Network Inc. 3Y 0.44% Spire Wealth Management 3Y 0.27% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% Fiduciary Alliance LLC 3Y 0.1% TCP Asset Management, LLC 3Y 0.1%

FAQ About CFC Planning Co LLC and SECT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CFC Planning Co LLC reported owning SECT?

CFC Planning Co LLC reported SECT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SECT position in CFC Planning Co LLC's portfolio?

The largest reported portfolio weight for SECT was 2.64% in 2024 Q4.

What is the latest reported SECT position on this page?

The most recent filing on this page is 2026 Q1, when CFC Planning Co LLC reported 41,748 shares, equal to 1.80% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SECT ownership page compare?

The chart compares CFC Planning Co LLC's quarterly SECT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CFC Planning Co LLC time their SECT position?

Based on 13F filing dates vs. subsequent SECT price moves, CFC Planning Co LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on SECT relative to SPY over the holding period was -0.4%.

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