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Disclosery

Creative Planning: EFV position timeline

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

Creative Planning held 234,205 EFV 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 234,205 shares
    Change vs previous 13F +4,958 shares

    0.01% of the 13F portfolio, value $17,928,392.

    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 229,247 shares
    Change vs previous 13F +11,252 shares

    0.01% of the 13F portfolio, value $17,044,515.

    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 217,995 shares
    Change vs previous 13F +4,635 shares

    0.01% of the 13F portfolio, value $15,566,988.

    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 213,360 shares
    Change vs previous 13F +3,739 shares

    0.01% of the 13F portfolio, value $14,472,222.

    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 209,621 shares
    Change vs previous 13F -3,187 shares

    0.01% of the 13F portfolio, value $13,306,747.

    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 212,808 shares
    Change vs previous 13F +42,492 shares

    0.01% of the 13F portfolio, value $12,542,917.

    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 170,316 shares
    Change vs previous 13F -803 shares

    0.01% of the 13F portfolio, value $8,936,493.

    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 171,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,844,485.

    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).