Skip to content
Disclosery

Creative Planning: AER position timeline

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

Creative Planning held 47,894 AER 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 47,894 shares
    Change vs previous 13F +1,651 shares

    <0.01% of the 13F portfolio, value $6,982,000.

    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 46,243 shares
    Change vs previous 13F +2,170 shares

    <0.01% of the 13F portfolio, value $6,343,554.

    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 44,073 shares
    Change vs previous 13F +7,057 shares

    <0.01% of the 13F portfolio, value $6,335,970.

    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 37,016 shares
    Change vs previous 13F +1,711 shares

    <0.01% of the 13F portfolio, value $4,478,903.

    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 35,305 shares
    Change vs previous 13F +4,309 shares

    <0.01% of the 13F portfolio, value $4,130,693.

    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 30,996 shares
    Change vs previous 13F +1,866 shares

    <0.01% of the 13F portfolio, value $3,166,861.

    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 29,130 shares
    Change vs previous 13F +3,081 shares

    <0.01% of the 13F portfolio, value $2,787,742.

    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 26,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,467,361.

    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).