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Disclosery

Plancorp, LLC: DFAX position timeline

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

Plancorp, LLC held 3,903,563 DFAX 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 3,903,563 shares
    Change vs previous 13F -38,502 shares

    3.45% of the 13F portfolio, value $141,543,177.

    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 3,942,065 shares
    Change vs previous 13F -53,946 shares

    4.03% of the 13F portfolio, value $141,598,989.

    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 3,996,011 shares
    Change vs previous 13F -56,039 shares

    3.95% of the 13F portfolio, value $130,789,449.

    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 4,052,050 shares
    Change vs previous 13F -35,827 shares

    3.99% of the 13F portfolio, value $127,153,317.

    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 4,087,877 shares
    Change vs previous 13F -33,119 shares

    4.16% of the 13F portfolio, value $120,060,936.

    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 4,120,996 shares
    Change vs previous 13F -18,501 shares

    4.28% of the 13F portfolio, value $107,970,097.

    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 4,139,497 shares
    Change vs previous 13F -20,926 shares

    4.23% of the 13F portfolio, value $102,907,906.

    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 4,160,423 shares
    Change vs previous 13F not available

    4.59% of the 13F portfolio, value $112,373,031.

    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).