Plancorp, LLC: DFSV position timeline

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

Plancorp, LLC held 327,279 DFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

period ended2026-06-30
13F 327,279 shares
Change vs previous 13F +675 shares
0.31% of the 13F portfolio, value $12,724,610.
13F-HR 0001754960-26-000517 filed by Plancorp, LLC
Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 326,604 shares
Change vs previous 13F not available
0.34% of the 13F portfolio, value $11,803,473.
13F-HR 0001754960-26-000252 filed by Plancorp, LLC
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).