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Disclosery

Creative Planning: BXC position timeline

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

Creative Planning held 10,319 BXC 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 10,319 shares
    Change vs previous 13F +5,765 shares

    <0.01% of the 13F portfolio, value $638,540.

    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 4,554 shares
    Change vs previous 13F +554 shares

    <0.01% of the 13F portfolio, value $246,736.

    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 4,000 shares
    Change vs previous 13F -1,124 shares

    <0.01% of the 13F portfolio, value $245,720.

    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 5,124 shares
    Change vs previous 13F +1,943 shares

    <0.01% of the 13F portfolio, value $374,462.

    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 3,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,603.

    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).