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Plancorp, LLC: F position timeline

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

Plancorp, LLC held 26,216 F 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 26,216 shares
    Change vs previous 13F +8,239 shares

    0.01% of the 13F portfolio, value $363,085.

    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 17,977 shares
    Change vs previous 13F +1,076 shares

    0.01% of the 13F portfolio, value $218,067.

    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 16,901 shares
    Change vs previous 13F -258 shares

    0.01% of the 13F portfolio, value $221,738.

    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 17,159 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $205,226.

    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 17,080 shares
    Change vs previous 13F +1,976 shares

    0.01% of the 13F portfolio, value $185,313.

    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 15,104 shares
    Change vs previous 13F -1,576 shares

    0.01% of the 13F portfolio, value $151,491.

    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 16,680 shares
    Change vs previous 13F +3,061 shares

    0.01% of the 13F portfolio, value $165,132.

    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 13,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $143,815.

    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).