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Disclosery

Creative Planning: AU position timeline

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

Creative Planning held 19,966 AU 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 19,966 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $1,615,058.

    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 19,317 shares
    Change vs previous 13F +605 shares

    <0.01% of the 13F portfolio, value $1,880,673.

    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 18,712 shares
    Change vs previous 13F +697 shares

    <0.01% of the 13F portfolio, value $1,595,754.

    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 18,015 shares
    Change vs previous 13F +1,975 shares

    <0.01% of the 13F portfolio, value $1,266,988.

    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 16,040 shares
    Change vs previous 13F -68 shares

    <0.01% of the 13F portfolio, value $730,935.

    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 16,108 shares
    Change vs previous 13F -171 shares

    <0.01% of the 13F portfolio, value $597,921.

    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 16,279 shares
    Change vs previous 13F +1,800 shares

    <0.01% of the 13F portfolio, value $375,714.

    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 14,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,576.

    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).