Ownership history in Plancorp, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in ISHARES (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 254,002 | +1,515 | +0.6% | 0.55% | $18.1M | $71.41 |
| 2025 Q3 | ADDED | 252,487 | +38 | +0.0% | 0.54% | $17.1M | $66.32 |
| 2025 Q2 | REDUCED | 252,449 | -18,247 | -6.7% | 0.56% | $16.0M | $62.07 |
| 2025 Q1 | REDUCED | 270,696 | -26,967 | -9.1% | 0.63% | $16.0M | $56.40 |
| 2024 Q4 | ADDED | 297,663 | +22,781 | +8.3% | 0.64% | $15.6M | $50.21 |
| 2024 Q3 | ADDED | 274,882 | +1,717 | +0.6% | 0.65% | $15.8M | $54.12 |
| 2024 Q2 | ADDED | 273,165 | +596 | +0.2% | 0.63% | $14.5M | $49.90 |
| 2024 Q1 | ADDED | 272,569 | +1,687 | +0.6% | 0.64% | $14.8M | $49.76 |
| 2023 Q4 | ADDED | 270,882 | +5 | +0.0% | 0.68% | $14.1M | $47.66 |
| 2023 Q3 | ADDED | 270,877 | +111 | +0.0% | 0.71% | $13.3M | $43.94 |
As of 2025 Q4 — sorted by position size