Plancorp, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$2.45B
Signature - Title
Wes Garton - CCO
Location
Saint Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Plancorp, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Plancorp, LLC reported 315 stock holdings with total value $2.45B as of Q3 2024. Top holdings included DFAC, DFUS, DFUV, VTI, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 315 $2.45B +$34.4M -$37.6M -$3.19M DFAC, DFUS, DFUV, VTI, DFAX 13F-HR 11/12/2024, 01:43 PM
Q2 2024 293 $2.31B +$39.6M -$31.5M +$8.03M DFAC, DFUS, DFUV, VTI, DFAX 13F-HR 8/9/2024, 03:47 PM
Q1 2024 295 $2.3B +$91.2M -$29.8M +$61.5M DFAC, DFUS, DFUV, VTI, DFAX 13F-HR 5/14/2024, 05:36 PM
Q4 2023 278 $2.09B +$48.8M -$28M +$20.7M DFAC, DFUS, DFUV, DFAX, DFIV 13F-HR 2/9/2024, 02:48 PM
Q3 2023 258 $1.87B +$77.1M -$13M +$64.1M DFAC, DFUS, DFUV, DFAX, DFIV 13F-HR 11/8/2023, 03:36 PM
Q2 2023 242 $1.85B +$28M -$34.2M -$6.24M DFAC, DFUS, DFUV, DFAX, DFIV 13F-HR 7/26/2023, 04:05 PM
Q1 2023 254 $1.78B +$36.1M -$19.4M +$16.6M DFAC, DFUS, DFUV, DFAX, DFIV 13F-HR 5/11/2023, 01:25 PM
Q4 2022 234 $1.7B +$63.8M -$32.3M +$31.5M DFAC, DFUS, DFUV, DFAX, DFAS 13F-HR 2/14/2023, 04:09 PM
Q3 2022 230 $1.5B +$37M -$24.6M +$12.4M DFAC, DFUS, DFUV, DFAX, DFAS 13F-HR 11/10/2022, 03:48 PM
Q2 2022 244 $1.59B +$309M -$25.5M +$284M DFAC, DFUS, DFUV, DFAX, DFAS 13F-HR 8/4/2022, 11:47 AM
Q1 2022 246 $1.54B +$31M -$10.3M +$20.7M DFAC, DFUS, DFAX, DFAS, DFAT 13F-HR 5/13/2022, 04:23 PM
Q4 2021 244 $1.58B +$42M -$14.5M +$27.5M DFAC, DFUS, DFAX, DFAS, DFAT 13F-HR 2/10/2022, 05:49 PM
Q3 2021 237 $1.45B +$209M -$16.2M +$192M DFAC, DFUS, DFAX, DFAS, DFAT 13F-HR 11/15/2021, 04:07 PM
Q2 2021 219 $1.27B +$805M -$10.6M +$795M DFAC, DFUS, DFAS, DFAT, AVDE 13F-HR 8/13/2021, 04:31 PM
Q1 2021 204 $454M +$31.8M -$10M +$21.7M AVDE, EMR, AVUS, LRGF, SCZ 13F-HR 5/14/2021, 11:28 AM
Q4 2020 198 $406M +$50.9M -$10.2M +$40.7M AVDE, EMR, AVUS, SCZ, VTI 13F-HR 2/9/2021, 01:30 PM
Q3 2020 185 $329M +$22.8M -$39.5M -$16.7M AVDE, EMR, AVUS, SCZ, ZM 13F-HR 11/16/2020, 04:25 PM
Q2 2020 175 $327M +$26.2M -$13M +$13.3M AVDE, EMR, SCZ, AVUS, VTI 13F-HR 8/11/2020, 04:46 PM
Q1 2020 162 $256M +$45.2M -$45.1M +$154K EMR, AVDE, SCZ, AVUS, VTI 13F-HR 5/14/2020, 04:18 PM
Q4 2019 190 $326M +$52.6M -$2.4M +$50.2M EMR, SPY, SCZ, VTI, EFV 13F-HR 2/3/2020, 10:45 AM
Q3 2019 168 $258M +$7.37M -$5.85M +$1.52M EMR, SPY, SCZ, BA, EFV 13F-HR 11/12/2019, 10:00 AM
Q2 2019 169 $253M +$5.95M -$19.7M -$13.8M EMR, SPY, SCZ, BA, EFV 13F-HR 8/13/2019, 04:03 PM
Q1 2019 175 $264M +$23.2M -$2.87M +$20.3M EMR, SPY, SCZ, BA, EFV 13F-HR 5/14/2019, 10:57 AM
Q4 2018 156 $216M +$13.3M -$19.1M -$5.84M EMR, SPY, SCZ, BA, EFV 13F-HR 2/14/2019, 04:27 PM
Q3 2018 172 $253M +$7.27M -$14.6M -$7.32M EMR, SPY, SCZ, BA, EFV 13F-HR 11/13/2018, 04:01 PM
Q2 2018 164 $250M +$3.34M -$71.4M -$68.1M EMR, SPY, SCZ, BA, EFV 13F-HR 8/14/2018, 12:39 PM
Q1 2018 158 $313M +$31.8M -$18.6M +$13.2M BSV, SHM, EMR, SPY, SCZ 13F-HR 4/16/2018, 02:43 PM
Q4 2017 171 $307M +$11.4M -$51.4M -$40M SHM, EMR, SCZ, SPY, BSV 13F-HR 1/19/2018, 08:17 AM
Q3 2017 166 $339M +$7.6M -$16M -$8.43M SHM, SCZ, SPY, EMR, EFV 13F-HR 10/11/2017, 03:49 PM
Q2 2017 170 $337M +$5.95M -$16.7M -$10.8M SHM, SCZ, EMR, SPY, EFV 13F-HR 7/25/2017, 03:24 PM
Q1 2017 170 $343M +$6.87M -$28.5M -$21.6M SHM, SCZ, EMR, SPY, BA 13F-HR 5/12/2017, 12:40 PM
Q4 2016 164 $351M +$199M -$3.9M +$195M SHM, SCZ, EMR, SPY, EFV 13F-HR 2/14/2017, 10:05 AM
Q3 2016 68 $152M +$43.6M -$1.1M +$42.5M SCZ, EMR, MON, BA, VNQ 13F-HR 11/8/2016, 03:02 PM
Q2 2016 43 $113M +$54.4M -$30.1M +$24.2M SCZ, EMR, MON, BA, VNQ 13F-HR 8/4/2016, 02:09 PM
Q1 2016 43 $83.4M +$46.9M -$48M -$1.09M SCZ, SPY, EFV, MON, EPC 13F-HR 5/13/2016, 06:30 PM
Q4 2015 77 $83.7M +$7.98M -$38.5M -$30.6M EMR, MON, BA, EPC, DRE 13F-HR 2/9/2016, 04:58 PM
Q3 2015 93 $110M +$21.7M -$3.59M +$18.1M SCZ, EMR, EFV, MON, BA 13F-HR 11/13/2015, 05:30 PM
Q2 2015 74 $107M +$48.1M -$39.3M +$8.81M SCZ, EMR, MON, EPC, EFV 13F-HR 8/14/2015, 02:51 PM
Q1 2015 90 $100M +$33.2M -$28.7M +$4.56M EMR, MON, R108, BA, DRE 13F-HR 5/14/2015, 05:02 PM
Q4 2014 68 $95.7M +$34M -$35.9M -$1.83M EMR, SCZ, R108, EFV, MON 13F-HR 2/6/2015, 05:04 PM
Q3 2014 98 $95.1M +$36.1M -$49.1M -$13M EMR, R108, MON, BA, FNV 13F-HR 11/12/2014, 06:39 AM
Q2 2014 73 $111M +$7.95M -$48.6M -$40.7M EMR, SCZ, SPY, R108, EFV 13F-HR 8/11/2014, 04:48 PM
Q1 2014 124 $147M +$37M -$4.08M +$32.9M EMR, SCZ, SPY, R108, EFV 13F-HR 5/8/2014, 05:28 PM
Q4 2013 97 $113M $0 $0 EMR, SCZ, R108, MON, EFV 13F-HR 2/10/2014, 06:06 PM