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Disclosery

Plancorp, LLC: DFAU position timeline

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

Plancorp, LLC held 868,094 DFAU 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 868,094 shares
    Change vs previous 13F +74,685 shares

    1.1% of the 13F portfolio, value $44,984,635.

    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 793,409 shares
    Change vs previous 13F +3,700 shares

    1.06% of the 13F portfolio, value $37,329,915.

    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 789,709 shares
    Change vs previous 13F -5,057 shares

    1.12% of the 13F portfolio, value $36,958,367.

    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 794,766 shares
    Change vs previous 13F -1,484 shares

    1.14% of the 13F portfolio, value $36,368,487.

    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 796,250 shares
    Change vs previous 13F +606 shares

    1.17% of the 13F portfolio, value $33,729,137.

    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 795,644 shares
    Change vs previous 13F +900 shares

    1.21% of the 13F portfolio, value $30,584,566.

    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 794,744 shares
    Change vs previous 13F +168,680 shares

    1.32% of the 13F portfolio, value $32,179,186.

    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 626,064 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $24,848,465.

    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).