Skip to content
Disclosery

Plancorp, LLC: SPY position timeline

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

Plancorp, LLC held 16,287 SPY 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 16,287 shares
    Change vs previous 13F -1,115 shares

    0.3% of the 13F portfolio, value $12,201,611.

    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 17,402 shares
    Change vs previous 13F +358 shares

    0.34% of the 13F portfolio, value $11,823,761.

    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 17,044 shares
    Change vs previous 13F +40 shares

    0.35% of the 13F portfolio, value $11,622,895.

    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 17,004 shares
    Change vs previous 13F -387 shares

    0.36% of the 13F portfolio, value $11,327,843.

    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 17,391 shares
    Change vs previous 13F -253 shares

    0.37% of the 13F portfolio, value $10,744,915.

    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 17,644 shares
    Change vs previous 13F +11,315 shares

    0.39% of the 13F portfolio, value $9,870,043.

    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 6,329 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $3,709,498.

    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 6,374 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,656,909.

    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).