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Disclosery

Creative Planning: DC position timeline

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

Creative Planning held 92,526 DC 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 92,526 shares
    Change vs previous 13F +3,504 shares

    <0.01% of the 13F portfolio, value $394,161.

    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 89,022 shares
    Change vs previous 13F +48,062 shares

    <0.01% of the 13F portfolio, value $449,561.

    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 40,960 shares
    Change vs previous 13F +17,325 shares

    <0.01% of the 13F portfolio, value $232,653.

    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 23,635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,539.

    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).