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Disclosery

Plancorp, LLC: DFAS position timeline

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

Plancorp, LLC held 1,246,691 DFAS 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 1,246,691 shares
    Change vs previous 13F -23,580 shares

    2.46% of the 13F portfolio, value $100,620,418.

    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 1,270,271 shares
    Change vs previous 13F -36,233 shares

    2.68% of the 13F portfolio, value $94,177,881.

    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 1,306,504 shares
    Change vs previous 13F -18,881 shares

    2.75% of the 13F portfolio, value $91,024,149.

    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 1,325,385 shares
    Change vs previous 13F -40,811 shares

    2.85% of the 13F portfolio, value $90,735,873.

    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 1,366,196 shares
    Change vs previous 13F -33,899 shares

    3.01% of the 13F portfolio, value $87,040,362.

    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 1,400,095 shares
    Change vs previous 13F -20,851 shares

    3.32% of the 13F portfolio, value $83,655,690.

    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 1,420,946 shares
    Change vs previous 13F -22,094 shares

    3.8% of the 13F portfolio, value $92,475,177.

    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 1,443,040 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $93,595,561.

    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).