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Disclosery

Creative Planning: CLM position timeline

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

Creative Planning held 277,113 CLM 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 277,113 shares
    Change vs previous 13F +74,184 shares

    <0.01% of the 13F portfolio, value $2,094,971.

    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 202,929 shares
    Change vs previous 13F +24,843 shares

    <0.01% of the 13F portfolio, value $1,477,323.

    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 178,086 shares
    Change vs previous 13F -20,858 shares

    <0.01% of the 13F portfolio, value $1,488,796.

    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 198,944 shares
    Change vs previous 13F +77,970 shares

    <0.01% of the 13F portfolio, value $1,647,254.

    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 120,974 shares
    Change vs previous 13F +25,627 shares

    <0.01% of the 13F portfolio, value $982,312.

    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 95,347 shares
    Change vs previous 13F +17,858 shares

    <0.01% of the 13F portfolio, value $708,427.

    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 77,489 shares
    Change vs previous 13F +31,048 shares

    <0.01% of the 13F portfolio, value $665,630.

    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 46,441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,668.

    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).