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Disclosery

Plancorp, LLC: VNQ position timeline

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

Plancorp, LLC held 141,551 VNQ 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 141,551 shares
    Change vs previous 13F +4,390 shares

    0.34% of the 13F portfolio, value $13,847,950.

    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 137,161 shares
    Change vs previous 13F +4,736 shares

    0.36% of the 13F portfolio, value $12,753,236.

    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 132,425 shares
    Change vs previous 13F +6,389 shares

    0.35% of the 13F portfolio, value $11,718,328.

    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 126,036 shares
    Change vs previous 13F +1,079 shares

    0.36% of the 13F portfolio, value $11,522,186.

    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 124,957 shares
    Change vs previous 13F +332 shares

    0.39% of the 13F portfolio, value $11,128,671.

    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 124,625 shares
    Change vs previous 13F +2,987 shares

    0.45% of the 13F portfolio, value $11,283,514.

    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 121,638 shares
    Change vs previous 13F +120 shares

    0.45% of the 13F portfolio, value $10,835,539.

    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 121,518 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $11,838,306.

    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).