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Disclosery

Creative Planning: BOX position timeline

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

Creative Planning held 165,728 BOX 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 165,728 shares
    Change vs previous 13F +51,333 shares

    <0.01% of the 13F portfolio, value $4,398,430.

    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 114,395 shares
    Change vs previous 13F +67,920 shares

    <0.01% of the 13F portfolio, value $2,704,287.

    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 46,475 shares
    Change vs previous 13F -13,091 shares

    <0.01% of the 13F portfolio, value $1,390,067.

    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 59,566 shares
    Change vs previous 13F +20,315 shares

    <0.01% of the 13F portfolio, value $1,922,195.

    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 39,251 shares
    Change vs previous 13F +17,950 shares

    <0.01% of the 13F portfolio, value $1,341,207.

    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 21,301 shares
    Change vs previous 13F +5,812 shares

    <0.01% of the 13F portfolio, value $657,349.

    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 15,489 shares
    Change vs previous 13F -254 shares

    <0.01% of the 13F portfolio, value $489,453.

    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 15,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $515,268.

    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).