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Disclosery

Creative Planning: CAC position timeline

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

Creative Planning held 56,995 CAC 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 56,995 shares
    Change vs previous 13F +8,525 shares

    <0.01% of the 13F portfolio, value $3,090,269.

    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 48,470 shares
    Change vs previous 13F +4,616 shares

    <0.01% of the 13F portfolio, value $2,299,902.

    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 43,854 shares
    Change vs previous 13F +5,570 shares

    <0.01% of the 13F portfolio, value $1,902,387.

    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 38,284 shares
    Change vs previous 13F +496 shares

    <0.01% of the 13F portfolio, value $1,477,380.

    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 37,788 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $1,533,437.

    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 37,648 shares
    Change vs previous 13F -3,995 shares

    <0.01% of the 13F portfolio, value $1,523,615.

    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 41,643 shares
    Change vs previous 13F +7,053 shares

    <0.01% of the 13F portfolio, value $1,779,822.

    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 34,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,429,258.

    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).