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Disclosery

Creative Planning: DOCN position timeline

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

Creative Planning held 62,719 DOCN 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 62,719 shares
    Change vs previous 13F +1,244 shares

    0.01% of the 13F portfolio, value $9,848,805.

    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 61,475 shares
    Change vs previous 13F +10,908 shares

    <0.01% of the 13F portfolio, value $5,273,348.

    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 50,567 shares
    Change vs previous 13F +20,040 shares

    <0.01% of the 13F portfolio, value $2,433,263.

    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 30,527 shares
    Change vs previous 13F -7,726 shares

    <0.01% of the 13F portfolio, value $1,042,802.

    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 38,253 shares
    Change vs previous 13F -11,772 shares

    <0.01% of the 13F portfolio, value $1,092,505.

    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 50,025 shares
    Change vs previous 13F +10,174 shares

    <0.01% of the 13F portfolio, value $1,670,344.

    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 39,851 shares
    Change vs previous 13F -34,016 shares

    <0.01% of the 13F portfolio, value $1,357,724.

    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 73,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,822,963.

    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).