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Disclosery

Creative Planning: DRI position timeline

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

Creative Planning held 45,924 DRI 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 45,924 shares
    Change vs previous 13F +3,635 shares

    0.01% of the 13F portfolio, value $9,460,767.

    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 42,289 shares
    Change vs previous 13F +9,016 shares

    0.01% of the 13F portfolio, value $8,290,269.

    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 33,273 shares
    Change vs previous 13F -1,201 shares

    <0.01% of the 13F portfolio, value $6,122,957.

    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 34,474 shares
    Change vs previous 13F +3,424 shares

    0.01% of the 13F portfolio, value $6,562,512.

    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 31,050 shares
    Change vs previous 13F +690 shares

    0.01% of the 13F portfolio, value $6,768,069.

    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 30,360 shares
    Change vs previous 13F +10,327 shares

    0.01% of the 13F portfolio, value $6,307,657.

    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 20,033 shares
    Change vs previous 13F +2,507 shares

    <0.01% of the 13F portfolio, value $3,739,878.

    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 17,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,876,466.

    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).