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Disclosery

Plancorp, LLC: PM position timeline

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

Plancorp, LLC held 4,463 PM 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 4,463 shares
    Change vs previous 13F -1,172 shares

    0.02% of the 13F portfolio, value $804,191.

    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 5,635 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $904,167.

    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 5,586 shares
    Change vs previous 13F -2,231 shares

    0.03% of the 13F portfolio, value $896,064.

    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 7,817 shares
    Change vs previous 13F -233 shares

    0.04% of the 13F portfolio, value $1,267,851.

    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 8,050 shares
    Change vs previous 13F +237 shares

    0.05% of the 13F portfolio, value $1,466,167.

    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 7,813 shares
    Change vs previous 13F +870 shares

    0.05% of the 13F portfolio, value $1,240,111.

    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 6,943 shares
    Change vs previous 13F +590 shares

    0.03% of the 13F portfolio, value $835,625.

    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 6,353 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $771,254.

    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).