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Disclosery

Creative Planning: CRVL position timeline

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

Creative Planning held 132,045 CRVL 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 132,045 shares
    Change vs previous 13F +50,416 shares

    <0.01% of the 13F portfolio, value $8,255,459.

    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 81,629 shares
    Change vs previous 13F +57,122 shares

    <0.01% of the 13F portfolio, value $4,461,005.

    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 24,507 shares
    Change vs previous 13F +12,013 shares

    <0.01% of the 13F portfolio, value $1,658,389.

    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 12,494 shares
    Change vs previous 13F +3,746 shares

    <0.01% of the 13F portfolio, value $967,286.

    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 8,748 shares
    Change vs previous 13F -1,530 shares

    <0.01% of the 13F portfolio, value $899,120.

    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 10,278 shares
    Change vs previous 13F +3,342 shares

    <0.01% of the 13F portfolio, value $1,150,828.

    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 6,936 shares
    Change vs previous 13F +4,908 shares

    <0.01% of the 13F portfolio, value $771,699.

    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 2,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $662,933.

    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).