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Disclosery

Creative Planning: BKR position timeline

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

Creative Planning held 147,635 BKR 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 147,635 shares
    Change vs previous 13F +23,636 shares

    <0.01% of the 13F portfolio, value $8,193,766.

    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 123,999 shares
    Change vs previous 13F +18,951 shares

    0.01% of the 13F portfolio, value $7,570,145.

    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 105,048 shares
    Change vs previous 13F +4,581 shares

    <0.01% of the 13F portfolio, value $4,783,874.

    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 100,467 shares
    Change vs previous 13F +10,104 shares

    <0.01% of the 13F portfolio, value $4,894,765.

    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 90,363 shares
    Change vs previous 13F -6,285 shares

    <0.01% of the 13F portfolio, value $3,464,509.

    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 96,648 shares
    Change vs previous 13F +13,987 shares

    <0.01% of the 13F portfolio, value $4,247,674.

    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 82,661 shares
    Change vs previous 13F +13,089 shares

    <0.01% of the 13F portfolio, value $3,390,769.

    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 69,572 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,515,021.

    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).