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Creative Capital Management Investments LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Capital Management Investments LLC on DFAE, newest first. How the timeline and the estimate are built.

Creative Capital Management Investments LLC held 623,432 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 623,432 shares
    Change vs previous 13F +30,540 shares

    5.78% of the 13F portfolio, value $25,068,201.

    13F-HR 0001957363-26-000003 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 592,892 shares
    Change vs previous 13F -9,844 shares

    5.76% of the 13F portfolio, value $20,075,323.

    13F-HR 0001957363-26-000002 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 602,736 shares
    Change vs previous 13F +16,221 shares

    5.92% of the 13F portfolio, value $19,631,112.

    13F-HR 0001957363-26-000001 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 586,515 shares
    Change vs previous 13F +21,814 shares

    5.91% of the 13F portfolio, value $18,492,818.

    13F-HR 0001957363-25-000008 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 564,701 shares
    Change vs previous 13F +4,707 shares

    5.84% of the 13F portfolio, value $16,348,094.

    13F-HR 0001957363-25-000004 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 559,994 shares
    Change vs previous 13F +19,964 shares

    5.6% of the 13F portfolio, value $14,498,245.

    13F-HR 0001957363-25-000003 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 540,030 shares
    Change vs previous 13F +17,371 shares

    5.73% of the 13F portfolio, value $13,700,561.

    13F-HR 0001957363-25-000001 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 522,659 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $14,326,083.

    13F-HR 0001957363-24-000010 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).