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Disclosery

Creative Planning: BLV position timeline

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

Creative Planning held 8,836 BLV 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 8,836 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $609,098.

    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 6,753 shares
    Change vs previous 13F +3,043 shares

    <0.01% of the 13F portfolio, value $464,493.

    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 3,710 shares
    Change vs previous 13F -456 shares

    <0.01% of the 13F portfolio, value $257,886.

    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 4,166 shares
    Change vs previous 13F -1,638 shares

    <0.01% of the 13F portfolio, value $295,137.

    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 5,804 shares
    Change vs previous 13F -1,950 shares

    <0.01% of the 13F portfolio, value $403,628.

    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 7,754 shares
    Change vs previous 13F -2,433 shares

    <0.01% of the 13F portfolio, value $546,016.

    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 10,187 shares
    Change vs previous 13F -1,021 shares

    <0.01% of the 13F portfolio, value $697,076.

    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 11,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $842,505.

    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).