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Disclosery

Creative Planning: CMPR position timeline

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

Creative Planning held 15,150 CMPR 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 15,150 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $1,540,755.

    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 14,687 shares
    Change vs previous 13F -424 shares

    <0.01% of the 13F portfolio, value $1,072,151.

    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 15,111 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $1,006,241.

    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 14,748 shares
    Change vs previous 13F -909 shares

    <0.01% of the 13F portfolio, value $929,714.

    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 15,657 shares
    Change vs previous 13F -2,564 shares

    <0.01% of the 13F portfolio, value $735,879.

    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 18,221 shares
    Change vs previous 13F +12,064 shares

    <0.01% of the 13F portfolio, value $824,136.

    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 6,157 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $441,580.

    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 7,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $614,973.

    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).