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Disclosery

Plancorp, LLC: WPM position timeline

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

Plancorp, LLC held 38,353 WPM 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 38,353 shares
    Change vs previous 13F -1,042 shares

    0.1% of the 13F portfolio, value $4,135,604.

    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 39,395 shares
    Change vs previous 13F -833 shares

    0.16% of the 13F portfolio, value $5,705,972.

    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 40,228 shares
    Change vs previous 13F -341 shares

    0.14% of the 13F portfolio, value $4,727,595.

    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 40,569 shares
    Change vs previous 13F -145 shares

    0.14% of the 13F portfolio, value $4,537,237.

    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 40,714 shares
    Change vs previous 13F +2,345 shares

    0.13% of the 13F portfolio, value $3,656,117.

    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 38,369 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,978,585.

    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 38,369 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,157,873.

    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 38,369 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,343,579.

    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).