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Disclosery

Plancorp, LLC: AVDV position timeline

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

Plancorp, LLC held 176,120 AVDV 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 176,120 shares
    Change vs previous 13F +62 shares

    0.44% of the 13F portfolio, value $18,157,925.

    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 176,058 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $18,579,380.

    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 176,057 shares
    Change vs previous 13F +5 shares

    0.5% of the 13F portfolio, value $16,544,112.

    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 176,052 shares
    Change vs previous 13F +192 shares

    0.49% of the 13F portfolio, value $15,673,908.

    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 175,860 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $13,942,180.

    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 175,860 shares
    Change vs previous 13F +3,390 shares

    0.49% of the 13F portfolio, value $12,264,475.

    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 172,470 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $11,224,347.

    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 172,470 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,188,454.

    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).