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Disclosery

Creative Planning: AGI position timeline

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

Creative Planning held 33,801 AGI 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 33,801 shares
    Change vs previous 13F +2,422 shares

    <0.01% of the 13F portfolio, value $1,025,531.

    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 31,379 shares
    Change vs previous 13F +2,584 shares

    <0.01% of the 13F portfolio, value $1,394,183.

    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 28,795 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $1,110,923.

    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 28,669 shares
    Change vs previous 13F -12,657 shares

    <0.01% of the 13F portfolio, value $999,391.

    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 41,326 shares
    Change vs previous 13F +12,060 shares

    <0.01% of the 13F portfolio, value $1,097,611.

    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 29,266 shares
    Change vs previous 13F -1,290 shares

    <0.01% of the 13F portfolio, value $782,573.

    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 30,556 shares
    Change vs previous 13F +3,080 shares

    <0.01% of the 13F portfolio, value $563,457.

    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 27,476 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $547,877.

    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).