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Disclosery

Creative Planning: ASO position timeline

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

Creative Planning held 92,543 ASO 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 92,543 shares
    Change vs previous 13F -5,261 shares

    <0.01% of the 13F portfolio, value $4,361,555.

    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 97,804 shares
    Change vs previous 13F +36,454 shares

    <0.01% of the 13F portfolio, value $5,521,021.

    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 61,350 shares
    Change vs previous 13F +11,708 shares

    <0.01% of the 13F portfolio, value $3,065,027.

    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 49,642 shares
    Change vs previous 13F +10,826 shares

    <0.01% of the 13F portfolio, value $2,483,118.

    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 38,816 shares
    Change vs previous 13F +10,653 shares

    <0.01% of the 13F portfolio, value $1,739,357.

    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 28,163 shares
    Change vs previous 13F +4,662 shares

    <0.01% of the 13F portfolio, value $1,284,514.

    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 23,501 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $1,351,990.

    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 23,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,353,717.

    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).