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Disclosery

Plancorp, LLC: META position timeline

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

Plancorp, LLC held 10,155 META 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 10,155 shares
    Change vs previous 13F +1,287 shares

    0.16% of the 13F portfolio, value $6,669,204.

    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 8,868 shares
    Change vs previous 13F -130 shares

    0.16% of the 13F portfolio, value $5,585,657.

    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 8,998 shares
    Change vs previous 13F -715 shares

    0.18% of the 13F portfolio, value $5,939,544.

    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 9,713 shares
    Change vs previous 13F -779 shares

    0.22% of the 13F portfolio, value $7,133,086.

    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 10,492 shares
    Change vs previous 13F +119 shares

    0.27% of the 13F portfolio, value $7,744,087.

    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 10,373 shares
    Change vs previous 13F +122 shares

    0.24% of the 13F portfolio, value $5,978,614.

    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 10,251 shares
    Change vs previous 13F -566 shares

    0.25% of the 13F portfolio, value $6,002,089.

    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 10,817 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,192,103.

    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).