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Disclosery

Creative Planning: APPS position timeline

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

Creative Planning held 49,279 APPS 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 49,279 shares
    Change vs previous 13F +21,413 shares

    <0.01% of the 13F portfolio, value $635,695.

    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 27,866 shares
    Change vs previous 13F +2,629 shares

    <0.01% of the 13F portfolio, value $80,254.

    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 25,237 shares
    Change vs previous 13F +1,951 shares

    <0.01% of the 13F portfolio, value $126,184.

    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 23,286 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $149,030.

    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 21,289 shares
    Change vs previous 13F +5,991 shares

    <0.01% of the 13F portfolio, value $125,605.

    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 15,298 shares
    Change vs previous 13F -1,513 shares

    <0.01% of the 13F portfolio, value $41,534.

    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 16,811 shares
    Change vs previous 13F -1,600 shares

    <0.01% of the 13F portfolio, value $28,411.

    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 18,411 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,522.

    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).