Skip to content
Disclosery

Creative Planning: CBOE position timeline

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

Creative Planning held 23,273 CBOE 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 23,273 shares
    Change vs previous 13F -6,614 shares

    <0.01% of the 13F portfolio, value $5,647,582.

    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 29,887 shares
    Change vs previous 13F +9,197 shares

    0.01% of the 13F portfolio, value $8,400,201.

    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 20,690 shares
    Change vs previous 13F +8,248 shares

    <0.01% of the 13F portfolio, value $5,193,302.

    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 12,442 shares
    Change vs previous 13F +2,443 shares

    <0.01% of the 13F portfolio, value $3,051,340.

    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 9,999 shares
    Change vs previous 13F +619 shares

    <0.01% of the 13F portfolio, value $2,331,921.

    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 9,380 shares
    Change vs previous 13F -765 shares

    <0.01% of the 13F portfolio, value $2,122,609.

    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 10,145 shares
    Change vs previous 13F -5,282 shares

    <0.01% of the 13F portfolio, value $1,982,303.

    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 15,427 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,160,569.

    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).