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Disclosery

Plancorp, LLC: AVUS position timeline

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

Plancorp, LLC held 527,558 AVUS 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 527,558 shares
    Change vs previous 13F -367 shares

    1.65% of the 13F portfolio, value $67,416,658.

    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 527,925 shares
    Change vs previous 13F +5,962 shares

    1.74% of the 13F portfolio, value $61,297,333.

    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 521,963 shares
    Change vs previous 13F -1,647 shares

    1.76% of the 13F portfolio, value $58,345,040.

    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 523,610 shares
    Change vs previous 13F -6,505 shares

    1.79% of the 13F portfolio, value $56,916,450.

    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 530,115 shares
    Change vs previous 13F +1,706 shares

    1.85% of the 13F portfolio, value $53,446,155.

    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 528,409 shares
    Change vs previous 13F +8,408 shares

    1.93% of the 13F portfolio, value $48,814,437.

    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 520,001 shares
    Change vs previous 13F -1,348 shares

    2.07% of the 13F portfolio, value $50,403,738.

    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 521,349 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $49,606,333.

    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).