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Disclosery

Plancorp, LLC: IJR position timeline

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

Plancorp, LLC held 21,346 IJR 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 21,346 shares
    Change vs previous 13F +2,973 shares

    0.08% of the 13F portfolio, value $3,094,901.

    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 18,373 shares
    Change vs previous 13F +366 shares

    0.07% of the 13F portfolio, value $2,392,045.

    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 18,007 shares
    Change vs previous 13F -1,046 shares

    0.07% of the 13F portfolio, value $2,164,137.

    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 19,053 shares
    Change vs previous 13F -1,774 shares

    0.07% of the 13F portfolio, value $2,264,030.

    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 20,827 shares
    Change vs previous 13F +47 shares

    0.08% of the 13F portfolio, value $2,276,163.

    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 20,780 shares
    Change vs previous 13F +1,696 shares

    0.09% of the 13F portfolio, value $2,173,012.

    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 19,084 shares
    Change vs previous 13F +96 shares

    0.09% of the 13F portfolio, value $2,198,809.

    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 18,988 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,220,793.

    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).