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Disclosery

Plancorp, LLC: LRGF position timeline

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

Plancorp, LLC held 2,091,989 LRGF 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 2,091,989 shares
    Change vs previous 13F +111,632 shares

    3.87% of the 13F portfolio, value $158,677,355.

    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 1,980,357 shares
    Change vs previous 13F +115,280 shares

    3.87% of the 13F portfolio, value $135,911,867.

    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 1,865,077 shares
    Change vs previous 13F +58,185 shares

    3.91% of the 13F portfolio, value $129,492,292.

    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 1,806,892 shares
    Change vs previous 13F +63,979 shares

    3.92% of the 13F portfolio, value $124,820,112.

    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 1,742,913 shares
    Change vs previous 13F +149,079 shares

    3.87% of the 13F portfolio, value $111,773,041.

    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 1,593,834 shares
    Change vs previous 13F +78,002 shares

    3.66% of the 13F portfolio, value $92,251,105.

    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 1,515,832 shares
    Change vs previous 13F -4,924 shares

    3.76% of the 13F portfolio, value $91,480,472.

    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 1,520,756 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $89,374,832.

    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).