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Disclosery

Creative Planning: CCJ position timeline

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

Creative Planning held 98,766 CCJ 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 98,766 shares
    Change vs previous 13F +3,132 shares

    0.01% of the 13F portfolio, value $10,060,261.

    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 95,634 shares
    Change vs previous 13F +13,616 shares

    0.01% of the 13F portfolio, value $10,386,812.

    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 82,018 shares
    Change vs previous 13F +13,225 shares

    0.01% of the 13F portfolio, value $7,503,834.

    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 68,793 shares
    Change vs previous 13F +4,909 shares

    <0.01% of the 13F portfolio, value $5,768,980.

    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 63,884 shares
    Change vs previous 13F +1,873 shares

    <0.01% of the 13F portfolio, value $4,742,133.

    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 62,011 shares
    Change vs previous 13F +3,287 shares

    <0.01% of the 13F portfolio, value $2,552,366.

    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 58,724 shares
    Change vs previous 13F +12,866 shares

    <0.01% of the 13F portfolio, value $3,017,803.

    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 45,858 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,190,178.

    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).