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Plancorp, LLC: AEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plancorp, LLC on AEM, newest first. How the timeline and the estimate are built.

Plancorp, LLC held 58,921 AEM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,921 shares
    Change vs previous 13F -1,649 shares

    0.21% of the 13F portfolio, value $8,455,753.

    13F-HR 0001754960-26-000517 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,570 shares
    Change vs previous 13F -7,450 shares

    0.38% of the 13F portfolio, value $13,249,688.

    13F-HR 0001754960-26-000252 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,020 shares
    Change vs previous 13F -1,353 shares

    0.35% of the 13F portfolio, value $11,531,431.

    13F-HR 0001754960-26-000156 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,373 shares
    Change vs previous 13F -733 shares

    0.37% of the 13F portfolio, value $11,693,513.

    13F-HR 0001754960-25-000672 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,106 shares
    Change vs previous 13F +2,783 shares

    0.29% of the 13F portfolio, value $8,337,707.

    13F-HR 0001754960-25-000402 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,323 shares
    Change vs previous 13F -4,435 shares

    0.29% of the 13F portfolio, value $7,298,486.

    13F-HR 0001879202-25-000022 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,758 shares
    Change vs previous 13F -7,040 shares

    0.23% of the 13F portfolio, value $5,612,193.

    13F-HR 0001879202-25-000003 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 78,798 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,347,967.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).