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Disclosery

Creative Planning: DFAX position timeline

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

Creative Planning held 389,396 DFAX 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 389,396 shares
    Change vs previous 13F +7,934 shares

    0.01% of the 13F portfolio, value $14,345,363.

    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 381,462 shares
    Change vs previous 13F +5,833 shares

    0.01% of the 13F portfolio, value $12,958,263.

    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 375,629 shares
    Change vs previous 13F -18,358 shares

    0.01% of the 13F portfolio, value $12,294,340.

    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 393,987 shares
    Change vs previous 13F -6,341 shares

    0.01% of the 13F portfolio, value $12,363,323.

    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 400,328 shares
    Change vs previous 13F -9,893 shares

    0.01% of the 13F portfolio, value $11,757,644.

    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 410,221 shares
    Change vs previous 13F +4,212 shares

    0.01% of the 13F portfolio, value $10,747,780.

    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 406,009 shares
    Change vs previous 13F -2,610 shares

    0.01% of the 13F portfolio, value $10,093,391.

    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 408,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,036,799.

    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).