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Disclosery

Creative Planning: CWI position timeline

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

Creative Planning held 44,354 CWI 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 44,354 shares
    Change vs previous 13F +3,038 shares

    <0.01% of the 13F portfolio, value $1,803,872.

    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 41,316 shares
    Change vs previous 13F -3,416 shares

    <0.01% of the 13F portfolio, value $1,511,756.

    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 44,732 shares
    Change vs previous 13F +6,043 shares

    <0.01% of the 13F portfolio, value $1,606,771.

    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 38,689 shares
    Change vs previous 13F +814 shares

    <0.01% of the 13F portfolio, value $1,351,007.

    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 37,875 shares
    Change vs previous 13F -846 shares

    <0.01% of the 13F portfolio, value $1,236,986.

    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 38,721 shares
    Change vs previous 13F +1,988 shares

    <0.01% of the 13F portfolio, value $1,145,361.

    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 36,733 shares
    Change vs previous 13F -9,032 shares

    <0.01% of the 13F portfolio, value $1,026,309.

    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 45,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,393,096.

    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).