Creative Planning: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on DGS, newest first. How the timeline and the estimate are built.
Creative Planning held 3,960,885 DGS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,960,885 sharesChange vs previous 13F -247,363 shares
0.15% of the 13F portfolio, value $256,308,877.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,208,248 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $252,915,725.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).