Skip to content
Disclosery

Plancorp, LLC: DFUS position timeline

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

Plancorp, LLC held 4,426,858 DFUS 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 4,426,858 shares
    Change vs previous 13F -30,930 shares

    8.85% of the 13F portfolio, value $362,515,414.

    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 4,457,788 shares
    Change vs previous 13F -46,795 shares

    9.39% of the 13F portfolio, value $330,143,770.

    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 4,504,583 shares
    Change vs previous 13F -67,657 shares

    10.1% of the 13F portfolio, value $334,104,893.

    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 4,572,240 shares
    Change vs previous 13F -22,879 shares

    10.39% of the 13F portfolio, value $331,213,091.

    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 4,595,119 shares
    Change vs previous 13F -117,591 shares

    10.67% of the 13F portfolio, value $307,964,860.

    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 4,712,710 shares
    Change vs previous 13F -78,237 shares

    11.3% of the 13F portfolio, value $285,024,721.

    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 4,790,947 shares
    Change vs previous 13F -172,987 shares

    12.54% of the 13F portfolio, value $305,422,893.

    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 4,963,934 shares
    Change vs previous 13F not available

    12.6% of the 13F portfolio, value $308,756,688.

    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).