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Disclosery

Creative Planning: CG position timeline

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

Creative Planning held 22,333 CG 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 22,333 shares
    Change vs previous 13F -3,045 shares

    <0.01% of the 13F portfolio, value $940,446.

    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 25,378 shares
    Change vs previous 13F +6,557 shares

    <0.01% of the 13F portfolio, value $1,228,053.

    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 18,821 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $1,112,515.

    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 16,827 shares
    Change vs previous 13F -3,149 shares

    <0.01% of the 13F portfolio, value $1,055,066.

    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 19,976 shares
    Change vs previous 13F +4,816 shares

    <0.01% of the 13F portfolio, value $1,026,788.

    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 15,160 shares
    Change vs previous 13F +1,820 shares

    <0.01% of the 13F portfolio, value $660,811.

    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 13,340 shares
    Change vs previous 13F +553 shares

    <0.01% of the 13F portfolio, value $673,542.

    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 12,787 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $550,595.

    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).