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Disclosery

Creative Planning: CNOB position timeline

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

Creative Planning held 62,552 CNOB 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 62,552 shares
    Change vs previous 13F +5,314 shares

    <0.01% of the 13F portfolio, value $2,091,738.

    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 57,238 shares
    Change vs previous 13F +5,231 shares

    <0.01% of the 13F portfolio, value $1,532,261.

    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 52,007 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $1,363,623.

    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 52,239 shares
    Change vs previous 13F +8,397 shares

    <0.01% of the 13F portfolio, value $1,296,049.

    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 43,842 shares
    Change vs previous 13F -25,745 shares

    <0.01% of the 13F portfolio, value $1,015,380.

    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 69,587 shares
    Change vs previous 13F +22,579 shares

    <0.01% of the 13F portfolio, value $1,691,660.

    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 47,008 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $1,076,953.

    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 48,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,204,003.

    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).