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Disclosery

Creative Planning: CVE position timeline

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

Creative Planning held 625,014 CVE 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 625,014 shares
    Change vs previous 13F +99,526 shares

    0.01% of the 13F portfolio, value $15,506,592.

    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 525,488 shares
    Change vs previous 13F +68,642 shares

    0.01% of the 13F portfolio, value $13,941,192.

    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 456,846 shares
    Change vs previous 13F +40,776 shares

    0.01% of the 13F portfolio, value $7,729,833.

    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 416,070 shares
    Change vs previous 13F +56,529 shares

    0.01% of the 13F portfolio, value $7,069,033.

    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 359,541 shares
    Change vs previous 13F +210,921 shares

    <0.01% of the 13F portfolio, value $4,889,755.

    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 148,620 shares
    Change vs previous 13F -209,806 shares

    <0.01% of the 13F portfolio, value $2,067,302.

    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 358,426 shares
    Change vs previous 13F +36,618 shares

    0.01% of the 13F portfolio, value $5,430,152.

    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 321,808 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,383,846.

    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).