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Disclosery

Creative Planning: CW position timeline

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

Creative Planning held 17,587 CW 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 17,587 shares
    Change vs previous 13F +2,779 shares

    0.01% of the 13F portfolio, value $13,326,924.

    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 14,808 shares
    Change vs previous 13F +3,538 shares

    0.01% of the 13F portfolio, value $10,085,988.

    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 11,270 shares
    Change vs previous 13F +2,459 shares

    <0.01% of the 13F portfolio, value $6,212,854.

    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 8,811 shares
    Change vs previous 13F +3,239 shares

    <0.01% of the 13F portfolio, value $4,783,667.

    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 5,572 shares
    Change vs previous 13F +1,300 shares

    <0.01% of the 13F portfolio, value $2,722,039.

    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 4,272 shares
    Change vs previous 13F +328 shares

    <0.01% of the 13F portfolio, value $1,355,397.

    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 3,944 shares
    Change vs previous 13F +939 shares

    <0.01% of the 13F portfolio, value $1,399,644.

    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 3,005 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $987,732.

    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).