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Disclosery

Creative Planning: AWR position timeline

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

Creative Planning held 44,239 AWR 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 44,239 shares
    Change vs previous 13F +16,787 shares

    <0.01% of the 13F portfolio, value $3,655,478.

    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 27,452 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $2,075,907.

    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 27,499 shares
    Change vs previous 13F +3,923 shares

    <0.01% of the 13F portfolio, value $1,993,129.

    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 23,576 shares
    Change vs previous 13F +3,722 shares

    <0.01% of the 13F portfolio, value $1,728,587.

    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 19,854 shares
    Change vs previous 13F +6,510 shares

    <0.01% of the 13F portfolio, value $1,521,970.

    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 13,344 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $1,049,917.

    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 13,072 shares
    Change vs previous 13F +1,804 shares

    <0.01% of the 13F portfolio, value $1,015,950.

    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 11,268 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $938,480.

    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).