Skip to content
Disclosery

Creative Planning: DTM position timeline

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

Creative Planning held 90,524 DTM 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 90,524 shares
    Change vs previous 13F +11,693 shares

    0.01% of the 13F portfolio, value $13,283,528.

    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 78,831 shares
    Change vs previous 13F +7,722 shares

    0.01% of the 13F portfolio, value $10,616,152.

    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 71,109 shares
    Change vs previous 13F +19,250 shares

    0.01% of the 13F portfolio, value $8,510,339.

    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 51,859 shares
    Change vs previous 13F +8,078 shares

    <0.01% of the 13F portfolio, value $5,863,143.

    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 43,781 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $4,811,958.

    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 42,762 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $4,125,673.

    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 42,400 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $4,215,797.

    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 41,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,288,021.

    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).