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Disclosery

Creative Planning: APG position timeline

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

Creative Planning held 91,725 APG 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 91,725 shares
    Change vs previous 13F +2,798 shares

    <0.01% of the 13F portfolio, value $3,884,561.

    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 88,927 shares
    Change vs previous 13F +59,218 shares

    <0.01% of the 13F portfolio, value $3,603,309.

    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 ended2024-09-30
    13F 29,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $981,007.

    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).