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Disclosery

Creative Planning: CC position timeline

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

Creative Planning held 94,515 CC 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 94,515 shares
    Change vs previous 13F +7,223 shares

    <0.01% of the 13F portfolio, value $1,939,438.

    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 87,292 shares
    Change vs previous 13F +24,538 shares

    <0.01% of the 13F portfolio, value $1,923,032.

    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 62,754 shares
    Change vs previous 13F -5,401 shares

    <0.01% of the 13F portfolio, value $739,867.

    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 68,155 shares
    Change vs previous 13F +25,741 shares

    <0.01% of the 13F portfolio, value $1,079,578.

    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 42,414 shares
    Change vs previous 13F +5,540 shares

    <0.01% of the 13F portfolio, value $485,643.

    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 36,874 shares
    Change vs previous 13F +3,985 shares

    <0.01% of the 13F portfolio, value $498,902.

    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 32,889 shares
    Change vs previous 13F -11,339 shares

    <0.01% of the 13F portfolio, value $555,819.

    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 44,228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $898,701.

    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).