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Disclosery

Plancorp, LLC: PLD position timeline

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

Plancorp, LLC held 124,399 PLD 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 124,399 shares
    Change vs previous 13F +78,529 shares

    0.43% of the 13F portfolio, value $17,684,612.

    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 45,870 shares
    Change vs previous 13F +90 shares

    0.18% of the 13F portfolio, value $6,292,857.

    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 45,780 shares
    Change vs previous 13F -5,099 shares

    0.18% of the 13F portfolio, value $5,844,229.

    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 50,879 shares
    Change vs previous 13F -352 shares

    0.18% of the 13F portfolio, value $5,826,622.

    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 51,231 shares
    Change vs previous 13F -52,766 shares

    0.19% of the 13F portfolio, value $5,385,365.

    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 103,997 shares
    Change vs previous 13F +2,161 shares

    0.46% of the 13F portfolio, value $11,625,785.

    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 101,836 shares
    Change vs previous 13F +9,964 shares

    0.44% of the 13F portfolio, value $10,764,028.

    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 91,872 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $11,601,551.

    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).