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Disclosery

Creative Planning: BTG position timeline

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

Creative Planning held 165,032 BTG 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 165,032 shares
    Change vs previous 13F +23,372 shares

    <0.01% of the 13F portfolio, value $617,219.

    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 141,660 shares
    Change vs previous 13F +7,384 shares

    <0.01% of the 13F portfolio, value $641,719.

    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 134,276 shares
    Change vs previous 13F +8,751 shares

    <0.01% of the 13F portfolio, value $605,584.

    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 125,525 shares
    Change vs previous 13F +13,040 shares

    <0.01% of the 13F portfolio, value $621,347.

    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 112,485 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $406,070.

    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 111,813 shares
    Change vs previous 13F +21,241 shares

    <0.01% of the 13F portfolio, value $318,667.

    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 90,572 shares
    Change vs previous 13F +8,248 shares

    <0.01% of the 13F portfolio, value $220,995.

    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 82,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,556.

    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).