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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

BOTJ holding history

Bank of the James Financial Group Inc in every 13F filed by Plancorp, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BOTJ overviewAll 13F holders of BOTJFull Q2 2026 holdings

Shares (Q2 2026)
8,250
Value
$215.4K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of BOTJ by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,250$215.4K<0.1%+8,250NewHolders