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Disclosery

Plancorp, LLC: EFV position timeline

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

Plancorp, LLC held 264,652 EFV 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 264,652 shares
    Change vs previous 13F +13,699 shares

    0.5% of the 13F portfolio, value $20,650,757.

    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 250,953 shares
    Change vs previous 13F -3,049 shares

    0.55% of the 13F portfolio, value $19,506,601.

    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 254,002 shares
    Change vs previous 13F +1,515 shares

    0.55% of the 13F portfolio, value $18,138,295.

    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 252,487 shares
    Change vs previous 13F +38 shares

    0.54% of the 13F portfolio, value $17,126,204.

    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 252,449 shares
    Change vs previous 13F -18,247 shares

    0.56% of the 13F portfolio, value $16,025,472.

    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 270,696 shares
    Change vs previous 13F -26,967 shares

    0.63% of the 13F portfolio, value $15,954,830.

    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 297,663 shares
    Change vs previous 13F +22,781 shares

    0.64% of the 13F portfolio, value $15,618,385.

    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 274,882 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $15,813,968.

    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).