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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

BTX holding history

BlackRock Technology & Private Equity Term Trust 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.

BTX overviewAll 13F holders of BTXFull Q2 2026 holdings

Shares (Q2 2026)
10,000
Value
$83.9K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of BTX by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,000$83.9K<0.1%00.0%UnchangedHolders
Q1 202610,000$72.3K<0.1%00.0%UnchangedHolders
Q4 202510,000$65.9K<0.1%00.0%UnchangedHolders
Q3 202510,000$67.0K<0.1%00.0%UnchangedHolders
Q2 202510,000$73.4K<0.1%00.0%UnchangedHolders
Q1 202510,000$62.6K<0.1%+10,000NewHolders