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Disclosery

Plancorp, LLC: PEP position timeline

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

Plancorp, LLC held 9,778 PEP 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 9,778 shares
    Change vs previous 13F -2,602 shares

    0.03% of the 13F portfolio, value $1,354,155.

    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 12,380 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $1,944,403.

    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 12,378 shares
    Change vs previous 13F -11,236 shares

    0.05% of the 13F portfolio, value $1,776,491.

    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 23,614 shares
    Change vs previous 13F -282 shares

    0.1% of the 13F portfolio, value $3,316,360.

    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 23,896 shares
    Change vs previous 13F -2,206 shares

    0.11% of the 13F portfolio, value $3,155,237.

    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 26,102 shares
    Change vs previous 13F +1,490 shares

    0.16% of the 13F portfolio, value $3,913,744.

    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 24,612 shares
    Change vs previous 13F +573 shares

    0.15% of the 13F portfolio, value $3,742,511.

    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 24,039 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,087,844.

    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).