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Disclosery

Creative Planning: DWM position timeline

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

Creative Planning held 27,456 DWM 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 27,456 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $2,010,176.

    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 27,454 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $1,918,745.

    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 27,603 shares
    Change vs previous 13F +249 shares

    <0.01% of the 13F portfolio, value $1,897,992.

    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 27,354 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $1,811,324.

    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 27,284 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,734,171.

    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 27,284 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,586,698.

    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 27,284 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,437,730.

    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 27,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,570,377.

    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).