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Disclosery

Plancorp, LLC: DFIC position timeline

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

Plancorp, LLC held 3,901,958 DFIC 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 3,901,958 shares
    Change vs previous 13F +403,120 shares

    3.55% of the 13F portfolio, value $145,484,501.

    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 3,498,838 shares
    Change vs previous 13F +405,295 shares

    3.72% of the 13F portfolio, value $130,681,587.

    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 3,093,543 shares
    Change vs previous 13F +891,003 shares

    3.22% of the 13F portfolio, value $106,603,504.

    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 2,202,540 shares
    Change vs previous 13F +582,439 shares

    2.27% of the 13F portfolio, value $72,221,291.

    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 1,620,101 shares
    Change vs previous 13F +1,164,640 shares

    1.74% of the 13F portfolio, value $50,368,937.

    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 455,461 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,648,154.

    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).