Skip to content
Disclosery

Creative Planning: CNI position timeline

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

Creative Planning held 77,156 CNI 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 77,156 shares
    Change vs previous 13F +6,758 shares

    0.01% of the 13F portfolio, value $9,200,082.

    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 70,398 shares
    Change vs previous 13F +6,962 shares

    <0.01% of the 13F portfolio, value $7,234,805.

    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 63,436 shares
    Change vs previous 13F -2,735 shares

    <0.01% of the 13F portfolio, value $6,270,662.

    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 66,171 shares
    Change vs previous 13F -14,110 shares

    <0.01% of the 13F portfolio, value $6,239,901.

    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 80,281 shares
    Change vs previous 13F +17,709 shares

    0.01% of the 13F portfolio, value $8,352,410.

    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 62,572 shares
    Change vs previous 13F -4,887 shares

    0.01% of the 13F portfolio, value $6,098,257.

    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 67,459 shares
    Change vs previous 13F +7,667 shares

    0.01% of the 13F portfolio, value $6,847,725.

    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 59,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,004,596.

    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).