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Disclosery

Creative Planning: BAH position timeline

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

Creative Planning held 46,449 BAH 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 46,449 shares
    Change vs previous 13F +31,896 shares

    <0.01% of the 13F portfolio, value $2,818,068.

    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 14,553 shares
    Change vs previous 13F -14,937 shares

    <0.01% of the 13F portfolio, value $1,135,568.

    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 29,490 shares
    Change vs previous 13F +8,193 shares

    <0.01% of the 13F portfolio, value $2,487,768.

    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 21,297 shares
    Change vs previous 13F +8,840 shares

    <0.01% of the 13F portfolio, value $2,128,606.

    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 12,457 shares
    Change vs previous 13F +1,964 shares

    <0.01% of the 13F portfolio, value $1,297,179.

    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 10,493 shares
    Change vs previous 13F +2,861 shares

    <0.01% of the 13F portfolio, value $1,097,388.

    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 7,632 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $982,227.

    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 7,485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,218,232.

    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).