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Disclosery

Creative Planning: CGUS position timeline

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

Creative Planning held 21,727 CGUS 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 21,727 shares
    Change vs previous 13F -5,141 shares

    <0.01% of the 13F portfolio, value $966,403.

    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 26,868 shares
    Change vs previous 13F -1,612 shares

    <0.01% of the 13F portfolio, value $1,032,280.

    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 28,480 shares
    Change vs previous 13F +2,020 shares

    <0.01% of the 13F portfolio, value $1,145,762.

    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 26,460 shares
    Change vs previous 13F +1,269 shares

    <0.01% of the 13F portfolio, value $1,046,245.

    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 25,191 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $930,315.

    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 25,083 shares
    Change vs previous 13F +1,088 shares

    <0.01% of the 13F portfolio, value $837,776.

    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 23,995 shares
    Change vs previous 13F +3,608 shares

    <0.01% of the 13F portfolio, value $839,109.

    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 20,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $698,877.

    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).