Skip to content
Disclosery

Creative Planning: CIB position timeline

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

Creative Planning held 167,630 CIB 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 167,630 shares
    Change vs previous 13F +79,370 shares

    0.01% of the 13F portfolio, value $13,314,836.

    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 88,260 shares
    Change vs previous 13F +38,438 shares

    <0.01% of the 13F portfolio, value $6,426,211.

    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 49,822 shares
    Change vs previous 13F +25,558 shares

    <0.01% of the 13F portfolio, value $3,169,177.

    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 24,264 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $1,260,272.

    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 24,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,137,013.

    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).