Skip to content
Disclosery

Creative Planning: ARES position timeline

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

Creative Planning held 49,213 ARES 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 49,213 shares
    Change vs previous 13F +12,292 shares

    <0.01% of the 13F portfolio, value $5,477,870.

    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 36,921 shares
    Change vs previous 13F +2,073 shares

    <0.01% of the 13F portfolio, value $4,028,126.

    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 34,848 shares
    Change vs previous 13F -3,700 shares

    <0.01% of the 13F portfolio, value $5,632,511.

    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 38,548 shares
    Change vs previous 13F +4,512 shares

    <0.01% of the 13F portfolio, value $6,163,420.

    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 34,036 shares
    Change vs previous 13F +7,776 shares

    0.01% of the 13F portfolio, value $5,895,053.

    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 26,260 shares
    Change vs previous 13F +2,602 shares

    <0.01% of the 13F portfolio, value $3,850,013.

    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 23,658 shares
    Change vs previous 13F +2,701 shares

    <0.01% of the 13F portfolio, value $4,188,229.

    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 20,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,265,958.

    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).