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Disclosery

Plancorp, LLC: DFUV position timeline

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

Plancorp, LLC held 3,242,114 DFUV 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 3,242,114 shares
    Change vs previous 13F -2,316,845 shares

    4.35% of the 13F portfolio, value $178,381,110.

    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 5,558,959 shares
    Change vs previous 13F -161,483 shares

    7.9% of the 13F portfolio, value $277,614,403.

    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 5,720,442 shares
    Change vs previous 13F -116,257 shares

    8.06% of the 13F portfolio, value $266,515,376.

    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 5,836,699 shares
    Change vs previous 13F -169,551 shares

    8.18% of the 13F portfolio, value $260,842,100.

    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 6,006,250 shares
    Change vs previous 13F -322,148 shares

    8.8% of the 13F portfolio, value $253,944,262.

    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 6,328,398 shares
    Change vs previous 13F -45,299 shares

    10.34% of the 13F portfolio, value $260,793,285.

    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 6,373,697 shares
    Change vs previous 13F -110,395 shares

    10.71% of the 13F portfolio, value $260,811,683.

    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 6,484,092 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $270,321,816.

    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).