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Disclosery

Creative Planning: APPF position timeline

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

Creative Planning held 40,300 APPF 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 40,300 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $6,462,105.

    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 40,542 shares
    Change vs previous 13F -462 shares

    <0.01% of the 13F portfolio, value $6,398,338.

    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 41,004 shares
    Change vs previous 13F -1,486 shares

    0.01% of the 13F portfolio, value $9,539,581.

    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 42,490 shares
    Change vs previous 13F +31,761 shares

    0.01% of the 13F portfolio, value $11,712,795.

    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 10,729 shares
    Change vs previous 13F -1,363 shares

    <0.01% of the 13F portfolio, value $2,470,674.

    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 12,092 shares
    Change vs previous 13F -2,568 shares

    <0.01% of the 13F portfolio, value $2,659,031.

    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 14,660 shares
    Change vs previous 13F +13,669 shares

    <0.01% of the 13F portfolio, value $3,616,915.

    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 991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,281.

    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).