Skip to content
Disclosery

Plancorp, LLC: WMT position timeline

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

Plancorp, LLC held 45,491 WMT 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 45,491 shares
    Change vs previous 13F -9,250 shares

    0.13% of the 13F portfolio, value $5,221,513.

    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 54,741 shares
    Change vs previous 13F +228 shares

    0.2% of the 13F portfolio, value $6,939,521.

    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 54,513 shares
    Change vs previous 13F -1,353 shares

    0.18% of the 13F portfolio, value $6,073,296.

    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 55,866 shares
    Change vs previous 13F -8,213 shares

    0.18% of the 13F portfolio, value $5,757,583.

    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 64,079 shares
    Change vs previous 13F +3,765 shares

    0.22% of the 13F portfolio, value $6,265,619.

    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 60,314 shares
    Change vs previous 13F +6,628 shares

    0.21% of the 13F portfolio, value $5,294,956.

    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 53,686 shares
    Change vs previous 13F -136 shares

    0.2% of the 13F portfolio, value $4,850,507.

    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 53,822 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,346,106.

    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).