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Disclosery

Plancorp, LLC: DFEM position timeline

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

Plancorp, LLC held 1,191,181 DFEM 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 1,191,181 shares
    Change vs previous 13F +90,318 shares

    1.12% of the 13F portfolio, value $46,039,142.

    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 1,100,863 shares
    Change vs previous 13F +136,127 shares

    1.15% of the 13F portfolio, value $40,500,740.

    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 964,736 shares
    Change vs previous 13F +253,527 shares

    0.96% of the 13F portfolio, value $31,913,477.

    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 711,209 shares
    Change vs previous 13F +186,775 shares

    0.72% of the 13F portfolio, value $22,808,477.

    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 524,434 shares
    Change vs previous 13F +387,604 shares

    0.54% of the 13F portfolio, value $15,565,197.

    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 136,830 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,620,522.

    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).