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Disclosery

Creative Planning: BUD position timeline

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

Creative Planning held 224,061 BUD 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 224,061 shares
    Change vs previous 13F +46,555 shares

    0.01% of the 13F portfolio, value $18,462,659.

    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 177,506 shares
    Change vs previous 13F +45,568 shares

    0.01% of the 13F portfolio, value $12,313,605.

    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 131,938 shares
    Change vs previous 13F +25,114 shares

    0.01% of the 13F portfolio, value $8,449,301.

    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 106,824 shares
    Change vs previous 13F -1,242 shares

    <0.01% of the 13F portfolio, value $6,367,798.

    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 108,066 shares
    Change vs previous 13F +22,057 shares

    0.01% of the 13F portfolio, value $7,426,279.

    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 86,009 shares
    Change vs previous 13F +20,247 shares

    <0.01% of the 13F portfolio, value $5,294,702.

    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 65,762 shares
    Change vs previous 13F -1,275 shares

    <0.01% of the 13F portfolio, value $3,292,717.

    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 67,037 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,443,858.

    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).