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Disclosery

Creative Planning: COR position timeline

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

Creative Planning held 67,294 COR 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 67,294 shares
    Change vs previous 13F -8,650 shares

    0.01% of the 13F portfolio, value $19,042,851.

    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 75,944 shares
    Change vs previous 13F +1,845 shares

    0.02% of the 13F portfolio, value $23,856,957.

    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 74,099 shares
    Change vs previous 13F +5,434 shares

    0.02% of the 13F portfolio, value $25,026,812.

    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 68,665 shares
    Change vs previous 13F +596 shares

    0.02% of the 13F portfolio, value $21,459,717.

    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 68,069 shares
    Change vs previous 13F +32,980 shares

    0.02% of the 13F portfolio, value $20,410,462.

    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 35,089 shares
    Change vs previous 13F +3,248 shares

    0.01% of the 13F portfolio, value $9,757,886.

    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 31,841 shares
    Change vs previous 13F +2,538 shares

    0.01% of the 13F portfolio, value $7,154,101.

    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 29,303 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,595,547.

    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).