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Disclosery

Creative Planning: ATR position timeline

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

Creative Planning held 34,807 ATR 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 34,807 shares
    Change vs previous 13F -6,003 shares

    <0.01% of the 13F portfolio, value $4,357,844.

    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 40,810 shares
    Change vs previous 13F +20,514 shares

    <0.01% of the 13F portfolio, value $5,142,839.

    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 20,296 shares
    Change vs previous 13F +9,395 shares

    <0.01% of the 13F portfolio, value $2,475,302.

    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 10,901 shares
    Change vs previous 13F +4,624 shares

    <0.01% of the 13F portfolio, value $1,457,043.

    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 6,277 shares
    Change vs previous 13F +2,233 shares

    <0.01% of the 13F portfolio, value $981,833.

    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 4,044 shares
    Change vs previous 13F -302 shares

    <0.01% of the 13F portfolio, value $600,087.

    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 4,346 shares
    Change vs previous 13F +457 shares

    <0.01% of the 13F portfolio, value $682,739.

    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 3,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $622,915.

    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).