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Plancorp, LLC: CDE position timeline

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

Plancorp, LLC held 361,340 CDE 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 361,340 shares
    Change vs previous 13F -7,748 shares

    0.14% of the 13F portfolio, value $5,633,291.

    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 369,088 shares
    Change vs previous 13F +221 shares

    0.21% of the 13F portfolio, value $7,470,341.

    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 368,867 shares
    Change vs previous 13F -9,903 shares

    0.2% of the 13F portfolio, value $6,576,899.

    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 378,770 shares
    Change vs previous 13F +10,120 shares

    0.22% of the 13F portfolio, value $6,925,875.

    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 368,650 shares
    Change vs previous 13F +67,860 shares

    0.11% of the 13F portfolio, value $3,266,239.

    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 300,790 shares
    Change vs previous 13F +1,617 shares

    0.07% of the 13F portfolio, value $1,780,677.

    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 299,173 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $1,711,270.

    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 299,169 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,058,283.

    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).