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Disclosery

Creative Planning: DLS position timeline

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

Creative Planning held 40,180 DLS 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 40,180 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $3,366,691.

    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 40,363 shares
    Change vs previous 13F +912 shares

    <0.01% of the 13F portfolio, value $3,289,594.

    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 39,451 shares
    Change vs previous 13F +2,225 shares

    <0.01% of the 13F portfolio, value $3,195,933.

    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 37,226 shares
    Change vs previous 13F -4,465 shares

    <0.01% of the 13F portfolio, value $2,959,802.

    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 41,691 shares
    Change vs previous 13F -4,209 shares

    <0.01% of the 13F portfolio, value $3,131,440.

    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 45,900 shares
    Change vs previous 13F -797 shares

    <0.01% of the 13F portfolio, value $3,029,525.

    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 46,697 shares
    Change vs previous 13F +390 shares

    <0.01% of the 13F portfolio, value $2,939,587.

    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 46,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,197,487.

    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).