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Disclosery

Creative Planning: DGX position timeline

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

Creative Planning held 22,929 DGX 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 22,929 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $4,859,805.

    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 21,638 shares
    Change vs previous 13F +2,693 shares

    <0.01% of the 13F portfolio, value $4,240,686.

    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 18,945 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $3,287,508.

    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 19,245 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $3,667,730.

    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 17,251 shares
    Change vs previous 13F +1,842 shares

    <0.01% of the 13F portfolio, value $3,098,861.

    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 15,409 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $2,607,169.

    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 15,375 shares
    Change vs previous 13F +3,783 shares

    <0.01% of the 13F portfolio, value $2,319,429.

    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 11,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,799,705.

    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).