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Disclosery

Plancorp, LLC: DFNM position timeline

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

Plancorp, LLC held 201,949 DFNM 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 201,949 shares
    Change vs previous 13F +26,004 shares

    0.24% of the 13F portfolio, value $9,735,959.

    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 175,945 shares
    Change vs previous 13F +753 shares

    0.24% of the 13F portfolio, value $8,491,102.

    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 175,192 shares
    Change vs previous 13F +8,679 shares

    0.26% of the 13F portfolio, value $8,438,985.

    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 166,513 shares
    Change vs previous 13F +2,321 shares

    0.25% of the 13F portfolio, value $7,989,308.

    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 164,192 shares
    Change vs previous 13F +100,705 shares

    0.27% of the 13F portfolio, value $7,787,624.

    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 63,487 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,020,057.

    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).