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Disclosery

Plancorp, LLC: TSLA position timeline

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

Plancorp, LLC held 9,755 TSLA 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 9,755 shares
    Change vs previous 13F +1,823 shares

    0.09% of the 13F portfolio, value $3,851,050.

    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 7,932 shares
    Change vs previous 13F +201 shares

    0.08% of the 13F portfolio, value $2,767,871.

    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 7,731 shares
    Change vs previous 13F +81 shares

    0.11% of the 13F portfolio, value $3,476,785.

    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 7,650 shares
    Change vs previous 13F -1,232 shares

    0.11% of the 13F portfolio, value $3,402,108.

    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 8,882 shares
    Change vs previous 13F -1,040 shares

    0.1% of the 13F portfolio, value $2,821,456.

    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 9,922 shares
    Change vs previous 13F +117 shares

    0.1% of the 13F portfolio, value $2,571,386.

    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 9,805 shares
    Change vs previous 13F +394 shares

    0.16% of the 13F portfolio, value $3,959,611.

    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 9,411 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,462,200.

    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).