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Disclosery

Creative Planning: AVES position timeline

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

Creative Planning held 46,433 AVES 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 46,433 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $3,046,020.

    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 46,918 shares
    Change vs previous 13F -2,396 shares

    <0.01% of the 13F portfolio, value $2,814,116.

    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 49,314 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $2,875,477.

    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 50,220 shares
    Change vs previous 13F -1,760 shares

    <0.01% of the 13F portfolio, value $2,881,123.

    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 51,980 shares
    Change vs previous 13F +5,555 shares

    <0.01% of the 13F portfolio, value $2,783,295.

    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 46,425 shares
    Change vs previous 13F -2,963 shares

    <0.01% of the 13F portfolio, value $2,189,393.

    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 49,388 shares
    Change vs previous 13F -2,713 shares

    <0.01% of the 13F portfolio, value $2,281,746.

    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 52,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,716,529.

    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).