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Disclosery

Creative Planning: DES position timeline

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

Creative Planning held 1,339,636 DES 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 1,339,636 shares
    Change vs previous 13F -7,654 shares

    0.03% of the 13F portfolio, value $54,496,390.

    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 1,347,290 shares
    Change vs previous 13F -15,324 shares

    0.03% of the 13F portfolio, value $48,421,619.

    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 1,362,614 shares
    Change vs previous 13F -42,364 shares

    0.03% of the 13F portfolio, value $45,579,437.

    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 1,404,978 shares
    Change vs previous 13F -34,276 shares

    0.04% of the 13F portfolio, value $47,319,674.

    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 1,439,254 shares
    Change vs previous 13F -6,228 shares

    0.04% of the 13F portfolio, value $45,710,715.

    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 1,445,482 shares
    Change vs previous 13F -30,511 shares

    0.04% of the 13F portfolio, value $46,197,598.

    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 1,475,993 shares
    Change vs previous 13F -16,668 shares

    0.05% of the 13F portfolio, value $50,700,352.

    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 1,492,661 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $51,481,873.

    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).