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Disclosery

Plancorp, LLC: AVUV position timeline

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

Plancorp, LLC held 1,545,016 AVUV 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 1,545,016 shares
    Change vs previous 13F +75,690 shares

    4.67% of the 13F portfolio, value $191,535,639.

    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 1,469,326 shares
    Change vs previous 13F +109,142 shares

    4.79% of the 13F portfolio, value $168,575,732.

    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 1,360,184 shares
    Change vs previous 13F +101,266 shares

    4.19% of the 13F portfolio, value $138,711,546.

    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 1,258,918 shares
    Change vs previous 13F +126,963 shares

    3.93% of the 13F portfolio, value $125,300,136.

    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 1,131,955 shares
    Change vs previous 13F +196,826 shares

    3.57% of the 13F portfolio, value $103,121,104.

    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 935,129 shares
    Change vs previous 13F +94,161 shares

    3.23% of the 13F portfolio, value $81,515,184.

    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 840,968 shares
    Change vs previous 13F +3,168 shares

    3.33% of the 13F portfolio, value $81,178,616.

    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 837,800 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $80,386,865.

    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).