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Disclosery

Creative Planning: CORT position timeline

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

Creative Planning held 82,301 CORT 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 82,301 shares
    Change vs previous 13F +45,512 shares

    <0.01% of the 13F portfolio, value $7,156,064.

    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 36,789 shares
    Change vs previous 13F +4,335 shares

    <0.01% of the 13F portfolio, value $1,482,961.

    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 32,454 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $1,129,396.

    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 32,541 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $2,704,475.

    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 31,828 shares
    Change vs previous 13F +10,520 shares

    <0.01% of the 13F portfolio, value $2,336,168.

    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 21,308 shares
    Change vs previous 13F +5,734 shares

    <0.01% of the 13F portfolio, value $2,433,789.

    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 15,574 shares
    Change vs previous 13F +3,107 shares

    <0.01% of the 13F portfolio, value $784,774.

    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 12,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $576,972.

    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).