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Disclosery

Creative Planning: BGC position timeline

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

Creative Planning held 714,903 BGC 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 714,903 shares
    Change vs previous 13F +161,736 shares

    <0.01% of the 13F portfolio, value $7,642,310.

    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 553,167 shares
    Change vs previous 13F +389,973 shares

    <0.01% of the 13F portfolio, value $5,409,971.

    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 163,194 shares
    Change vs previous 13F +94,324 shares

    <0.01% of the 13F portfolio, value $1,457,320.

    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 68,870 shares
    Change vs previous 13F +40,924 shares

    <0.01% of the 13F portfolio, value $651,508.

    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 27,946 shares
    Change vs previous 13F +9,229 shares

    <0.01% of the 13F portfolio, value $285,891.

    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 18,717 shares
    Change vs previous 13F +499 shares

    <0.01% of the 13F portfolio, value $171,633.

    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 18,218 shares
    Change vs previous 13F +1,575 shares

    <0.01% of the 13F portfolio, value $165,053.

    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 16,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,780.

    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).