Skip to content
Disclosery

Creative Planning: BFAM position timeline

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

Creative Planning held 38,785 BFAM 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 38,785 shares
    Change vs previous 13F -16,785 shares

    <0.01% of the 13F portfolio, value $2,749,081.

    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 55,570 shares
    Change vs previous 13F +27,446 shares

    <0.01% of the 13F portfolio, value $4,563,964.

    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 28,124 shares
    Change vs previous 13F +23,055 shares

    <0.01% of the 13F portfolio, value $2,851,774.

    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 5,069 shares
    Change vs previous 13F +2,316 shares

    <0.01% of the 13F portfolio, value $550,341.

    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 2,753 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $340,243.

    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 2,339 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $297,147.

    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 1,999 shares
    Change vs previous 13F -663 shares

    <0.01% of the 13F portfolio, value $221,589.

    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 2,662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $373,026.

    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).