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Disclosery

Creative Planning: CHKP position timeline

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

Creative Planning held 67,426 CHKP 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 67,426 shares
    Change vs previous 13F +30,753 shares

    0.01% of the 13F portfolio, value $8,861,823.

    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 36,673 shares
    Change vs previous 13F +5,648 shares

    <0.01% of the 13F portfolio, value $5,238,805.

    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 31,025 shares
    Change vs previous 13F +3,541 shares

    <0.01% of the 13F portfolio, value $5,757,048.

    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 27,484 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $5,686,625.

    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 27,474 shares
    Change vs previous 13F +4,228 shares

    0.01% of the 13F portfolio, value $6,078,623.

    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 23,246 shares
    Change vs previous 13F +3,202 shares

    <0.01% of the 13F portfolio, value $5,298,290.

    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 20,044 shares
    Change vs previous 13F -1,140 shares

    <0.01% of the 13F portfolio, value $3,742,129.

    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 21,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,084,487.

    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).