Skip to main content

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

PFG holding history

Principal 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
2,693
Value
$305.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PFG by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,693$305.9K<0.1%+451+20.1%AddedHolders
Q1 20262,242$205.8K<0.1%+2,242NewHolders