Creative Planning
FollowFiler group, 2 members, built by the linking rules
Creative Planning is a filer group of 2 members, 2 of them filing 13F reports, with 5 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Creative PlanningCIK 1540235 | 13F filer | all |
|
| CREATIVE PLANNING TRUST Co LLCCIK 1977052 | 13F filer | all |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0001977052-26-000005 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001540235-26-000004 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001977052-26-000003 | Quarter ended 2026-03-31 | 2026-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001540235-26-000003 | Quarter ended 2026-03-31 | 2026-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000910472-13-002707 | Quarter ended 2013-06-30 | 2013-07-09 | acceptance time not in the bulk data set |