Skip to content
Disclosery

Creative Planning: CXM position timeline

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

Creative Planning held 123,926 CXM 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 123,926 shares
    Change vs previous 13F -262,323 shares

    <0.01% of the 13F portfolio, value $639,458.

    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 386,249 shares
    Change vs previous 13F +354,740 shares

    <0.01% of the 13F portfolio, value $2,317,493.

    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 31,509 shares
    Change vs previous 13F +1,862 shares

    <0.01% of the 13F portfolio, value $245,139.

    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 29,647 shares
    Change vs previous 13F +6,196 shares

    <0.01% of the 13F portfolio, value $228,873.

    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 23,451 shares
    Change vs previous 13F -8,572 shares

    <0.01% of the 13F portfolio, value $198,394.

    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 32,023 shares
    Change vs previous 13F +13,018 shares

    <0.01% of the 13F portfolio, value $267,392.

    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 19,005 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $160,592.

    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).