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Plancorp, LLC: DFAC position timeline

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

Plancorp, LLC held 7,886,805 DFAC 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 7,886,805 shares
    Change vs previous 13F -2,449,200 shares

    8.54% of the 13F portfolio, value $349,937,547.

    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 10,336,005 shares
    Change vs previous 13F -92,375 shares

    11.9% of the 13F portfolio, value $418,504,836.

    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 10,428,380 shares
    Change vs previous 13F -175,600 shares

    12.48% of the 13F portfolio, value $412,859,573.

    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 10,603,980 shares
    Change vs previous 13F -138,531 shares

    12.83% of the 13F portfolio, value $408,995,494.

    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 10,742,511 shares
    Change vs previous 13F +173,627 shares

    13.33% of the 13F portfolio, value $385,011,580.

    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 10,568,884 shares
    Change vs previous 13F +75,774 shares

    13.82% of the 13F portfolio, value $348,667,491.

    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 10,493,110 shares
    Change vs previous 13F -121,461 shares

    14.91% of the 13F portfolio, value $362,956,669.

    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 10,614,571 shares
    Change vs previous 13F not available

    14.85% of the 13F portfolio, value $363,973,624.

    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).