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Disclosery

Plancorp, LLC: DFIV position timeline

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

Plancorp, LLC held 3,765,351 DFIV 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 3,765,351 shares
    Change vs previous 13F +101,116 shares

    5.08% of the 13F portfolio, value $208,299,212.

    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 3,664,235 shares
    Change vs previous 13F +93,115 shares

    5.74% of the 13F portfolio, value $201,972,622.

    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 3,571,120 shares
    Change vs previous 13F +199,414 shares

    5.39% of the 13F portfolio, value $178,198,896.

    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 3,371,706 shares
    Change vs previous 13F +162,114 shares

    4.88% of the 13F portfolio, value $155,503,103.

    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 3,209,592 shares
    Change vs previous 13F +294,476 shares

    4.76% of the 13F portfolio, value $137,466,820.

    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 2,915,116 shares
    Change vs previous 13F +192,045 shares

    4.55% of the 13F portfolio, value $114,738,985.

    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 2,723,071 shares
    Change vs previous 13F +76,161 shares

    3.97% of the 13F portfolio, value $96,614,571.

    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 2,646,910 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $100,794,315.

    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).