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Disclosery

Creative Planning: AD position timeline

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

Creative Planning held 8,044 AD 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 8,044 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $291,675.

    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 6,979 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $322,011.

    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 6,896 shares
    Change vs previous 13F -1,478 shares

    <0.01% of the 13F portfolio, value $369,764.

    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 8,374 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $418,784.

    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 7,985 shares
    Change vs previous 13F +1,424 shares

    <0.01% of the 13F portfolio, value $510,800.

    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 6,561 shares
    Change vs previous 13F -714 shares

    <0.01% of the 13F portfolio, value $453,693.

    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 7,275 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $456,288.

    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).

  8. period ended2024-09-30
    13F 7,238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $395,557.

    13F-HR 0001540235-24-000006 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).