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Disclosery

Plancorp, LLC: IWP position timeline

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

Plancorp, LLC held 1,710 IWP 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 1,710 shares
    Change vs previous 13F -4,305 shares

    0.01% of the 13F portfolio, value $240,597.

    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 6,015 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $784,115.

    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 5,881 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $805,344.

    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 5,881 shares
    Change vs previous 13F -928 shares

    0.03% of the 13F portfolio, value $837,513.

    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 6,809 shares
    Change vs previous 13F +2,047 shares

    0.03% of the 13F portfolio, value $944,272.

    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 4,762 shares
    Change vs previous 13F +2,942 shares

    0.02% of the 13F portfolio, value $559,487.

    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 1,820 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $230,685.

    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 1,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $225,444.

    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).