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Disclosery

Plancorp, LLC: ITOT position timeline

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

Plancorp, LLC held 155,944 ITOT 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 155,944 shares
    Change vs previous 13F -5,539 shares

    0.62% of the 13F portfolio, value $25,606,005.

    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 161,483 shares
    Change vs previous 13F +24,168 shares

    0.68% of the 13F portfolio, value $24,009,292.

    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 137,315 shares
    Change vs previous 13F +11,372 shares

    0.62% of the 13F portfolio, value $20,417,367.

    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 125,943 shares
    Change vs previous 13F -4,064 shares

    0.58% of the 13F portfolio, value $18,343,598.

    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 130,007 shares
    Change vs previous 13F +16,419 shares

    0.61% of the 13F portfolio, value $17,556,104.

    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 113,588 shares
    Change vs previous 13F +41,474 shares

    0.55% of the 13F portfolio, value $13,858,872.

    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 72,114 shares
    Change vs previous 13F -44,173 shares

    0.38% of the 13F portfolio, value $9,275,303.

    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 116,287 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $14,607,973.

    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).