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Disclosery

Creative Planning: CFLT position timeline

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

Creative Planning held 0 CFLT shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -153,503 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 153,503 shares
    Change vs previous 13F +52,401 shares

    <0.01% of the 13F portfolio, value $4,641,937.

    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).

  3. period ended2025-09-30
    13F 101,102 shares
    Change vs previous 13F +41,309 shares

    <0.01% of the 13F portfolio, value $2,001,820.

    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).

  4. period ended2025-06-30
    13F 59,793 shares
    Change vs previous 13F -5,888 shares

    <0.01% of the 13F portfolio, value $1,490,634.

    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).

  5. period ended2025-03-31
    13F 65,681 shares
    Change vs previous 13F -2,924 shares

    <0.01% of the 13F portfolio, value $1,539,563.

    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).

  6. period ended2024-12-31
    13F 68,605 shares
    Change vs previous 13F -26,334 shares

    <0.01% of the 13F portfolio, value $1,918,196.

    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).

  7. period ended2024-09-30
    13F 94,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,409,841.

    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).