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Disclosery

Creative Planning: CARG position timeline

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

Creative Planning held 89,051 CARG 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 89,051 shares
    Change vs previous 13F -55,676 shares

    <0.01% of the 13F portfolio, value $3,035,754.

    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 144,727 shares
    Change vs previous 13F +44,683 shares

    <0.01% of the 13F portfolio, value $4,927,954.

    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 100,044 shares
    Change vs previous 13F +38,787 shares

    <0.01% of the 13F portfolio, value $3,836,687.

    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 61,257 shares
    Change vs previous 13F +9,830 shares

    <0.01% of the 13F portfolio, value $2,280,583.

    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 51,427 shares
    Change vs previous 13F +9,923 shares

    <0.01% of the 13F portfolio, value $1,721,248.

    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 41,504 shares
    Change vs previous 13F +5,512 shares

    <0.01% of the 13F portfolio, value $1,209,000.

    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 35,992 shares
    Change vs previous 13F +10,601 shares

    <0.01% of the 13F portfolio, value $1,315,134.

    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 25,391 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $762,491.

    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).