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Disclosery

Creative Planning: BLKB position timeline

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

Creative Planning held 70,009 BLKB 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 70,009 shares
    Change vs previous 13F +53,226 shares

    <0.01% of the 13F portfolio, value $2,073,667.

    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 16,783 shares
    Change vs previous 13F +2,348 shares

    <0.01% of the 13F portfolio, value $647,992.

    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 14,435 shares
    Change vs previous 13F -2,292 shares

    <0.01% of the 13F portfolio, value $914,024.

    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 16,727 shares
    Change vs previous 13F +9,732 shares

    <0.01% of the 13F portfolio, value $1,075,713.

    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 6,995 shares
    Change vs previous 13F +1,266 shares

    <0.01% of the 13F portfolio, value $449,149.

    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 5,729 shares
    Change vs previous 13F +505 shares

    <0.01% of the 13F portfolio, value $355,484.

    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 5,224 shares
    Change vs previous 13F +747 shares

    <0.01% of the 13F portfolio, value $386,158.

    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 4,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379,112.

    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).