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Disclosery

Creative Planning: DFSB position timeline

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

Creative Planning held 8,119 DFSB 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 8,119 shares
    Change vs previous 13F +2,129 shares

    <0.01% of the 13F portfolio, value $423,056.

    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 5,990 shares
    Change vs previous 13F -719 shares

    <0.01% of the 13F portfolio, value $309,955.

    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 6,709 shares
    Change vs previous 13F +795 shares

    <0.01% of the 13F portfolio, value $347,542.

    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 5,914 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $315,028.

    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 5,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,061.

    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).