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Disclosery

Creative Planning: CUBE position timeline

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

Creative Planning held 335,484 CUBE 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 335,484 shares
    Change vs previous 13F +147,096 shares

    0.01% of the 13F portfolio, value $13,342,211.

    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 188,388 shares
    Change vs previous 13F +91,038 shares

    <0.01% of the 13F portfolio, value $6,904,411.

    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 97,350 shares
    Change vs previous 13F +38,225 shares

    <0.01% of the 13F portfolio, value $3,509,472.

    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 59,125 shares
    Change vs previous 13F +23,912 shares

    <0.01% of the 13F portfolio, value $2,404,013.

    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 35,213 shares
    Change vs previous 13F +14,323 shares

    <0.01% of the 13F portfolio, value $1,496,566.

    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 20,890 shares
    Change vs previous 13F +984 shares

    <0.01% of the 13F portfolio, value $892,206.

    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 19,906 shares
    Change vs previous 13F +1,571 shares

    <0.01% of the 13F portfolio, value $852,973.

    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 18,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $986,948.

    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).