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Disclosery

Creative Planning: BG position timeline

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

Creative Planning held 20,222 BG 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 20,222 shares
    Change vs previous 13F +289 shares

    <0.01% of the 13F portfolio, value $2,158,332.

    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 19,933 shares
    Change vs previous 13F +3,670 shares

    <0.01% of the 13F portfolio, value $2,535,467.

    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 16,263 shares
    Change vs previous 13F +3,304 shares

    <0.01% of the 13F portfolio, value $1,448,729.

    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 12,959 shares
    Change vs previous 13F +1,576 shares

    <0.01% of the 13F portfolio, value $1,052,938.

    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 11,383 shares
    Change vs previous 13F +1,777 shares

    <0.01% of the 13F portfolio, value $913,846.

    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 9,606 shares
    Change vs previous 13F +3,862 shares

    <0.01% of the 13F portfolio, value $734,108.

    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 5,744 shares
    Change vs previous 13F -1,095 shares

    <0.01% of the 13F portfolio, value $446,633.

    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 6,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $660,952.

    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).