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Disclosery

Creative Planning: DFAR position timeline

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

Creative Planning held 154,582 DFAR 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 154,582 shares
    Change vs previous 13F -5,033 shares

    <0.01% of the 13F portfolio, value $4,043,862.

    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 159,615 shares
    Change vs previous 13F +81,353 shares

    <0.01% of the 13F portfolio, value $3,774,894.

    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 78,262 shares
    Change vs previous 13F -2,513 shares

    <0.01% of the 13F portfolio, value $1,792,301.

    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 80,775 shares
    Change vs previous 13F +271 shares

    <0.01% of the 13F portfolio, value $1,926,493.

    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 80,504 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $1,888,633.

    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 80,639 shares
    Change vs previous 13F -9,766 shares

    <0.01% of the 13F portfolio, value $1,916,796.

    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 90,405 shares
    Change vs previous 13F -4,219 shares

    <0.01% of the 13F portfolio, value $2,103,725.

    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 94,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,426,168.

    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).