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Disclosery

Creative Planning: DIV position timeline

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

Creative Planning held 15,532 DIV 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 15,532 shares
    Change vs previous 13F +2,860 shares

    <0.01% of the 13F portfolio, value $295,886.

    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 12,672 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $239,504.

    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 12,335 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $213,646.

    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 12,290 shares
    Change vs previous 13F -3,775 shares

    <0.01% of the 13F portfolio, value $217,404.

    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 16,065 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $282,420.

    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 16,466 shares
    Change vs previous 13F +5,772 shares

    <0.01% of the 13F portfolio, value $310,225.

    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 10,694 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,828.

    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).