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Creative Planning: ELV position timeline

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

Creative Planning held 51,889 ELV 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 51,889 shares
    Change vs previous 13F +25,042 shares

    0.01% of the 13F portfolio, value $20,066,980.

    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 26,847 shares
    Change vs previous 13F -3,514 shares

    0.01% of the 13F portfolio, value $7,859,340.

    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 30,361 shares
    Change vs previous 13F +363 shares

    0.01% of the 13F portfolio, value $10,642,881.

    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 29,998 shares
    Change vs previous 13F +5,560 shares

    0.01% of the 13F portfolio, value $9,692,866.

    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 24,438 shares
    Change vs previous 13F -6,477 shares

    0.01% of the 13F portfolio, value $9,505,288.

    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 30,915 shares
    Change vs previous 13F +7,667 shares

    0.01% of the 13F portfolio, value $13,446,885.

    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 23,248 shares
    Change vs previous 13F -7,086 shares

    0.01% of the 13F portfolio, value $8,576,062.

    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 30,334 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,773,555.

    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).