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Disclosery

Creative Planning: COLD position timeline

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

Creative Planning held 198,013 COLD 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 198,013 shares
    Change vs previous 13F +50,047 shares

    <0.01% of the 13F portfolio, value $3,112,762.

    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 147,966 shares
    Change vs previous 13F -84,823 shares

    <0.01% of the 13F portfolio, value $1,695,696.

    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 232,789 shares
    Change vs previous 13F +105,133 shares

    <0.01% of the 13F portfolio, value $2,993,669.

    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 127,656 shares
    Change vs previous 13F +69,083 shares

    <0.01% of the 13F portfolio, value $1,562,507.

    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 58,573 shares
    Change vs previous 13F +12,004 shares

    <0.01% of the 13F portfolio, value $974,065.

    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 46,569 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $999,371.

    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 45,899 shares
    Change vs previous 13F +27,778 shares

    <0.01% of the 13F portfolio, value $1,331,989.

    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 18,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $525,871.

    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).