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Disclosery

Creative Planning: CDE position timeline

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

Creative Planning held 599,050 CDE 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 599,050 shares
    Change vs previous 13F +109,738 shares

    0.01% of the 13F portfolio, value $9,776,488.

    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 489,312 shares
    Change vs previous 13F +141,800 shares

    0.01% of the 13F portfolio, value $9,184,380.

    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 347,512 shares
    Change vs previous 13F +40,434 shares

    <0.01% of the 13F portfolio, value $6,196,133.

    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 307,078 shares
    Change vs previous 13F +119,566 shares

    <0.01% of the 13F portfolio, value $5,760,787.

    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 187,512 shares
    Change vs previous 13F +65,177 shares

    <0.01% of the 13F portfolio, value $1,661,358.

    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 122,335 shares
    Change vs previous 13F +83,590 shares

    <0.01% of the 13F portfolio, value $724,224.

    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 38,745 shares
    Change vs previous 13F -2,301 shares

    <0.01% of the 13F portfolio, value $221,622.

    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 41,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,396.

    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).