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Disclosery

Creative Planning: BC position timeline

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

Creative Planning held 53,988 BC 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 53,988 shares
    Change vs previous 13F +2,648 shares

    <0.01% of the 13F portfolio, value $4,547,943.

    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 51,340 shares
    Change vs previous 13F +12,126 shares

    <0.01% of the 13F portfolio, value $3,735,490.

    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 39,214 shares
    Change vs previous 13F +7,938 shares

    <0.01% of the 13F portfolio, value $2,911,265.

    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 31,276 shares
    Change vs previous 13F +10,206 shares

    <0.01% of the 13F portfolio, value $1,977,919.

    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 21,070 shares
    Change vs previous 13F +10,292 shares

    <0.01% of the 13F portfolio, value $1,163,890.

    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 10,778 shares
    Change vs previous 13F +7,471 shares

    <0.01% of the 13F portfolio, value $580,394.

    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 3,307 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $213,908.

    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 3,515 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,627.

    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).