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Disclosery

Creative Planning: E position timeline

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

Creative Planning held 235,745 E 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 235,745 shares
    Change vs previous 13F +35,443 shares

    0.01% of the 13F portfolio, value $11,047,002.

    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 200,302 shares
    Change vs previous 13F +45,108 shares

    0.01% of the 13F portfolio, value $11,339,096.

    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 155,194 shares
    Change vs previous 13F +43,009 shares

    <0.01% of the 13F portfolio, value $5,888,078.

    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 112,185 shares
    Change vs previous 13F +30,257 shares

    <0.01% of the 13F portfolio, value $3,920,882.

    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 81,928 shares
    Change vs previous 13F +1,939 shares

    <0.01% of the 13F portfolio, value $2,656,119.

    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 79,989 shares
    Change vs previous 13F +13,421 shares

    <0.01% of the 13F portfolio, value $2,474,073.

    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 66,568 shares
    Change vs previous 13F +9,639 shares

    <0.01% of the 13F portfolio, value $1,821,301.

    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 56,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,725,519.

    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).