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Disclosery

Creative Planning: DUHP position timeline

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

Creative Planning held 118,260 DUHP 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 118,260 shares
    Change vs previous 13F -5,456 shares

    <0.01% of the 13F portfolio, value $4,934,977.

    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 123,716 shares
    Change vs previous 13F +46,567 shares

    <0.01% of the 13F portfolio, value $4,547,784.

    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 77,149 shares
    Change vs previous 13F -2,711 shares

    <0.01% of the 13F portfolio, value $2,933,959.

    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 79,860 shares
    Change vs previous 13F +7,783 shares

    <0.01% of the 13F portfolio, value $3,016,326.

    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 72,077 shares
    Change vs previous 13F -17,284 shares

    <0.01% of the 13F portfolio, value $2,563,064.

    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 89,361 shares
    Change vs previous 13F +3,963 shares

    <0.01% of the 13F portfolio, value $2,961,433.

    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 85,398 shares
    Change vs previous 13F +29,453 shares

    <0.01% of the 13F portfolio, value $2,885,591.

    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 55,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,906,058.

    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).