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Disclosery

Creative Planning: BFC position timeline

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

Creative Planning held 59,058 BFC 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 59,058 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $8,761,254.

    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 58,680 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $7,925,321.

    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 58,686 shares
    Change vs previous 13F -3,437 shares

    0.01% of the 13F portfolio, value $7,149,129.

    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 62,123 shares
    Change vs previous 13F +4,961 shares

    0.01% of the 13F portfolio, value $7,536,141.

    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 57,162 shares
    Change vs previous 13F +2,167 shares

    0.01% of the 13F portfolio, value $6,725,109.

    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 54,995 shares
    Change vs previous 13F +2,246 shares

    0.01% of the 13F portfolio, value $5,540,196.

    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 52,749 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,226,898.

    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).