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Disclosery

Creative Planning: CPNG position timeline

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

Creative Planning held 98,649 CPNG 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 98,649 shares
    Change vs previous 13F -4,497 shares

    <0.01% of the 13F portfolio, value $1,713,533.

    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 103,146 shares
    Change vs previous 13F +73,893 shares

    <0.01% of the 13F portfolio, value $1,947,396.

    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 29,253 shares
    Change vs previous 13F +3,114 shares

    <0.01% of the 13F portfolio, value $690,078.

    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 26,139 shares
    Change vs previous 13F +3,981 shares

    <0.01% of the 13F portfolio, value $841,676.

    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 22,158 shares
    Change vs previous 13F +4,308 shares

    <0.01% of the 13F portfolio, value $663,854.

    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 17,850 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $391,451.

    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 17,225 shares
    Change vs previous 13F +2,818 shares

    <0.01% of the 13F portfolio, value $378,606.

    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 14,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,692.

    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).