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Disclosery

Creative Planning: CNA position timeline

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

Creative Planning held 95,384 CNA 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 95,384 shares
    Change vs previous 13F -124,651 shares

    <0.01% of the 13F portfolio, value $4,636,617.

    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 220,035 shares
    Change vs previous 13F +203,968 shares

    0.01% of the 13F portfolio, value $10,104,013.

    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 ended2024-09-30
    13F 16,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $786,319.

    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).