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Disclosery

Creative Planning: ACCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on ACCO, newest first. How the timeline and the estimate are built.

Creative Planning held 454,108 ACCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 454,108 shares
    Change vs previous 13F +350,542 shares

    <0.01% of the 13F portfolio, value $1,889,089.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 103,566 shares
    Change vs previous 13F +2,356 shares

    <0.01% of the 13F portfolio, value $310,698.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 101,210 shares
    Change vs previous 13F -28,026 shares

    <0.01% of the 13F portfolio, value $377,513.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 129,236 shares
    Change vs previous 13F +74,815 shares

    <0.01% of the 13F portfolio, value $515,651.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 54,421 shares
    Change vs previous 13F +18,924 shares

    <0.01% of the 13F portfolio, value $194,827.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 35,497 shares
    Change vs previous 13F +34,885 shares

    <0.01% of the 13F portfolio, value $148,732.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,213.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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