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Disclosery

Creative Planning: CSGP position timeline

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

Creative Planning held 272,391 CSGP 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 272,391 shares
    Change vs previous 13F +175,160 shares

    <0.01% of the 13F portfolio, value $7,714,105.

    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 97,231 shares
    Change vs previous 13F +42,741 shares

    <0.01% of the 13F portfolio, value $3,922,297.

    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 54,490 shares
    Change vs previous 13F +4,066 shares

    <0.01% of the 13F portfolio, value $3,663,880.

    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 50,424 shares
    Change vs previous 13F +9,652 shares

    <0.01% of the 13F portfolio, value $4,254,302.

    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 40,772 shares
    Change vs previous 13F -12,459 shares

    <0.01% of the 13F portfolio, value $3,278,077.

    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 53,231 shares
    Change vs previous 13F +20,252 shares

    <0.01% of the 13F portfolio, value $4,217,497.

    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 32,979 shares
    Change vs previous 13F +1,151 shares

    <0.01% of the 13F portfolio, value $2,360,993.

    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 31,828 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,401,104.

    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).