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Disclosery

Creative Planning: CX position timeline

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

Creative Planning held 333,671 CX 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 333,671 shares
    Change vs previous 13F +62,406 shares

    <0.01% of the 13F portfolio, value $4,004,053.

    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 271,265 shares
    Change vs previous 13F +80,278 shares

    <0.01% of the 13F portfolio, value $3,103,273.

    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 190,987 shares
    Change vs previous 13F +46,359 shares

    <0.01% of the 13F portfolio, value $2,194,443.

    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 144,628 shares
    Change vs previous 13F +29,477 shares

    <0.01% of the 13F portfolio, value $1,300,208.

    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 115,151 shares
    Change vs previous 13F -91,116 shares

    <0.01% of the 13F portfolio, value $797,998.

    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 206,267 shares
    Change vs previous 13F +8,138 shares

    <0.01% of the 13F portfolio, value $1,157,159.

    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 198,129 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $1,117,449.

    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 197,992 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,207,753.

    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).