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Disclosery

Plancorp, LLC: SGOV position timeline

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

Plancorp, LLC held 24,792 SGOV 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 24,792 shares
    Change vs previous 13F -23,806 shares

    0.06% of the 13F portfolio, value $2,492,066.

    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 48,598 shares
    Change vs previous 13F +27,492 shares

    0.14% of the 13F portfolio, value $4,884,099.

    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 21,106 shares
    Change vs previous 13F +4,354 shares

    0.06% of the 13F portfolio, value $2,118,620.

    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 16,752 shares
    Change vs previous 13F -35,707 shares

    0.05% of the 13F portfolio, value $1,686,926.

    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 52,459 shares
    Change vs previous 13F +28,624 shares

    0.18% of the 13F portfolio, value $5,282,097.

    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 23,835 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,399,469.

    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).