Skip to content
Disclosery

Creative Planning: ALLE position timeline

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

Creative Planning held 24,017 ALLE 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 24,017 shares
    Change vs previous 13F +2,593 shares

    <0.01% of the 13F portfolio, value $3,374,080.

    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 21,424 shares
    Change vs previous 13F +4,787 shares

    <0.01% of the 13F portfolio, value $3,112,752.

    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 16,637 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $2,648,950.

    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 17,033 shares
    Change vs previous 13F +1,477 shares

    <0.01% of the 13F portfolio, value $3,020,810.

    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 15,556 shares
    Change vs previous 13F +1,984 shares

    <0.01% of the 13F portfolio, value $2,241,937.

    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 13,572 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $1,770,633.

    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 12,281 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $1,604,881.

    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 11,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,729,205.

    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).