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Disclosery

Creative Planning: CNP position timeline

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

Creative Planning held 152,520 CNP 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 152,520 shares
    Change vs previous 13F +33,471 shares

    <0.01% of the 13F portfolio, value $6,716,971.

    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 119,049 shares
    Change vs previous 13F +25,360 shares

    <0.01% of the 13F portfolio, value $5,138,134.

    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 93,689 shares
    Change vs previous 13F +4,725 shares

    <0.01% of the 13F portfolio, value $3,592,038.

    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 88,964 shares
    Change vs previous 13F +10,280 shares

    <0.01% of the 13F portfolio, value $3,451,794.

    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 78,684 shares
    Change vs previous 13F +2,046 shares

    <0.01% of the 13F portfolio, value $2,890,858.

    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 76,638 shares
    Change vs previous 13F +3,157 shares

    <0.01% of the 13F portfolio, value $2,776,585.

    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 73,481 shares
    Change vs previous 13F +10,904 shares

    <0.01% of the 13F portfolio, value $2,331,538.

    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 62,577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,841,020.

    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).