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Disclosery

Plancorp, LLC: DFAW position timeline

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

Plancorp, LLC held 214,260 DFAW 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 214,260 shares
    Change vs previous 13F +39,145 shares

    0.43% of the 13F portfolio, value $17,682,894.

    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 175,115 shares
    Change vs previous 13F +42,873 shares

    0.38% of the 13F portfolio, value $13,494,327.

    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 132,242 shares
    Change vs previous 13F +63,968 shares

    0.3% of the 13F portfolio, value $9,783,287.

    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 68,274 shares
    Change vs previous 13F +20,074 shares

    0.15% of the 13F portfolio, value $4,906,150.

    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 48,200 shares
    Change vs previous 13F +12,398 shares

    0.11% of the 13F portfolio, value $3,233,238.

    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 35,802 shares
    Change vs previous 13F +29,691 shares

    0.09% of the 13F portfolio, value $2,193,947.

    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 6,111 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $381,693.

    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).