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Disclosery

Creative Planning: CGDV position timeline

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

Creative Planning held 61,954 CGDV 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 61,954 shares
    Change vs previous 13F +11,049 shares

    <0.01% of the 13F portfolio, value $3,053,096.

    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 50,905 shares
    Change vs previous 13F -1,415 shares

    <0.01% of the 13F portfolio, value $2,165,514.

    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 52,320 shares
    Change vs previous 13F +12,236 shares

    <0.01% of the 13F portfolio, value $2,283,253.

    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 40,084 shares
    Change vs previous 13F +6,267 shares

    <0.01% of the 13F portfolio, value $1,684,713.

    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 33,817 shares
    Change vs previous 13F +3,747 shares

    <0.01% of the 13F portfolio, value $1,335,425.

    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 30,070 shares
    Change vs previous 13F -1,993 shares

    <0.01% of the 13F portfolio, value $1,071,694.

    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 32,063 shares
    Change vs previous 13F +3,792 shares

    <0.01% of the 13F portfolio, value $1,130,541.

    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 28,271 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,030,191.

    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).