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Disclosery

Creative Planning: CNDT position timeline

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

Creative Planning held 52,201 CNDT 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 52,201 shares
    Change vs previous 13F +22,276 shares

    <0.01% of the 13F portfolio, value $76,213.

    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 29,925 shares
    Change vs previous 13F -80,172 shares

    <0.01% of the 13F portfolio, value $38,304.

    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 110,097 shares
    Change vs previous 13F -142,244 shares

    <0.01% of the 13F portfolio, value $211,386.

    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 252,341 shares
    Change vs previous 13F +103,701 shares

    <0.01% of the 13F portfolio, value $706,555.

    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 148,640 shares
    Change vs previous 13F +28,369 shares

    <0.01% of the 13F portfolio, value $392,409.

    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 120,271 shares
    Change vs previous 13F +39,185 shares

    <0.01% of the 13F portfolio, value $324,732.

    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 81,086 shares
    Change vs previous 13F +20,243 shares

    <0.01% of the 13F portfolio, value $327,587.

    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 60,843 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,195.

    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).