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Disclosery

Plancorp, LLC: IMO position timeline

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

Plancorp, LLC held 36,951 IMO 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 36,951 shares
    Change vs previous 13F -428 shares

    0.11% of the 13F portfolio, value $4,568,622.

    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 37,379 shares
    Change vs previous 13F +9,318 shares

    0.14% of the 13F portfolio, value $4,828,619.

    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 28,061 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,421,945.

    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 28,061 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,546,255.

    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 28,061 shares
    Change vs previous 13F -17,392 shares

    0.08% of the 13F portfolio, value $2,230,288.

    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 45,453 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,287,161.

    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 45,453 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,799,905.

    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 45,453 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,202,164.

    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).