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Disclosery

Creative Planning: AM position timeline

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

Creative Planning held 170,215 AM 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 170,215 shares
    Change vs previous 13F +31,621 shares

    <0.01% of the 13F portfolio, value $3,872,398.

    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 138,594 shares
    Change vs previous 13F +9,312 shares

    <0.01% of the 13F portfolio, value $3,159,943.

    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 129,282 shares
    Change vs previous 13F +2,831 shares

    <0.01% of the 13F portfolio, value $2,299,938.

    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 126,451 shares
    Change vs previous 13F +11,515 shares

    <0.01% of the 13F portfolio, value $2,458,217.

    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 114,936 shares
    Change vs previous 13F +1,361 shares

    <0.01% of the 13F portfolio, value $2,178,034.

    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 113,575 shares
    Change vs previous 13F +7,272 shares

    <0.01% of the 13F portfolio, value $2,044,346.

    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 106,303 shares
    Change vs previous 13F -2,815 shares

    <0.01% of the 13F portfolio, value $1,604,107.

    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 109,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,642,222.

    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).