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Disclosery

Creative Planning: CHCO position timeline

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

Creative Planning held 11,770 CHCO 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 11,770 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $1,561,208.

    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 11,361 shares
    Change vs previous 13F -510 shares

    <0.01% of the 13F portfolio, value $1,357,843.

    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 11,871 shares
    Change vs previous 13F +1,966 shares

    <0.01% of the 13F portfolio, value $1,415,024.

    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 9,905 shares
    Change vs previous 13F -580 shares

    <0.01% of the 13F portfolio, value $1,226,884.

    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 10,485 shares
    Change vs previous 13F -642 shares

    <0.01% of the 13F portfolio, value $1,283,619.

    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 11,127 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $1,307,103.

    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 10,998 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $1,303,043.

    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 11,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,354,915.

    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).