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Disclosery

Plancorp, LLC: IWF position timeline

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

Plancorp, LLC held 11,144 IWF 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 11,144 shares
    Change vs previous 13F +5,307 shares

    0.03% of the 13F portfolio, value $1,355,043.

    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 5,837 shares
    Change vs previous 13F -14 shares

    0.07% of the 13F portfolio, value $2,604,724.

    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 5,851 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $2,769,314.

    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 5,835 shares
    Change vs previous 13F -445 shares

    0.09% of the 13F portfolio, value $2,733,306.

    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 6,280 shares
    Change vs previous 13F +38 shares

    0.09% of the 13F portfolio, value $2,666,176.

    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 6,242 shares
    Change vs previous 13F +1,454 shares

    0.09% of the 13F portfolio, value $2,253,851.

    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 4,788 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $1,922,744.

    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 4,787 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,796,992.

    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).