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Disclosery

Creative Planning: COHR position timeline

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

Creative Planning held 41,035 COHR 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 41,035 shares
    Change vs previous 13F +6,764 shares

    0.01% of the 13F portfolio, value $16,187,214.

    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 34,271 shares
    Change vs previous 13F +7,658 shares

    0.01% of the 13F portfolio, value $8,163,633.

    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 26,613 shares
    Change vs previous 13F +5,871 shares

    <0.01% of the 13F portfolio, value $4,911,947.

    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 20,742 shares
    Change vs previous 13F -97,676 shares

    <0.01% of the 13F portfolio, value $2,234,289.

    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 118,418 shares
    Change vs previous 13F +103,687 shares

    0.01% of the 13F portfolio, value $10,564,091.

    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 14,731 shares
    Change vs previous 13F +1,984 shares

    <0.01% of the 13F portfolio, value $956,648.

    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 12,747 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $1,207,552.

    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 11,337 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,007,972.

    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).