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Disclosery

Plancorp, LLC: DFAT position timeline

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

Plancorp, LLC held 758,035 DFAT 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 758,035 shares
    Change vs previous 13F -636,083 shares

    1.29% of the 13F portfolio, value $52,827,445.

    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 1,394,118 shares
    Change vs previous 13F -45,267 shares

    2.56% of the 13F portfolio, value $90,073,967.

    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 1,439,385 shares
    Change vs previous 13F -41,221 shares

    2.59% of the 13F portfolio, value $85,700,959.

    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 1,480,606 shares
    Change vs previous 13F -55,057 shares

    2.7% of the 13F portfolio, value $86,186,058.

    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 1,535,663 shares
    Change vs previous 13F -62,447 shares

    2.87% of the 13F portfolio, value $82,864,359.

    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 1,598,110 shares
    Change vs previous 13F -11,278 shares

    3.26% of the 13F portfolio, value $82,286,668.

    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 1,609,388 shares
    Change vs previous 13F -25,373 shares

    3.68% of the 13F portfolio, value $89,578,519.

    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 1,634,761 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $90,941,738.

    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).