Skip to content
Disclosery

Plancorp, LLC: BMO position timeline

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

Plancorp, LLC held 2,009 BMO 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 2,009 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $358,980.

    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 1,996 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $288,054.

    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 1,995 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $258,942.

    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 1,994 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $259,721.

    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 1,993 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $220,473.

    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 2,209 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,949.

    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).