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Disclosery

Plancorp, LLC: DFLV position timeline

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

Plancorp, LLC held 119,407 DFLV 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 119,407 shares
    Change vs previous 13F -3,352 shares

    0.12% of the 13F portfolio, value $4,784,650.

    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 122,759 shares
    Change vs previous 13F +733 shares

    0.13% of the 13F portfolio, value $4,508,938.

    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 122,026 shares
    Change vs previous 13F +174 shares

    0.13% of the 13F portfolio, value $4,174,524.

    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 121,852 shares
    Change vs previous 13F +195 shares

    0.13% of the 13F portfolio, value $4,008,927.

    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 121,657 shares
    Change vs previous 13F +76,126 shares

    0.13% of the 13F portfolio, value $3,773,797.

    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 45,531 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,391,883.

    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).