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Disclosery

Creative Planning: EQT position timeline

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

Creative Planning held 165,136 EQT 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 165,136 shares
    Change vs previous 13F +26,656 shares

    0.01% of the 13F portfolio, value $8,780,267.

    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 138,480 shares
    Change vs previous 13F -1,192 shares

    0.01% of the 13F portfolio, value $8,812,885.

    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 139,672 shares
    Change vs previous 13F +10,265 shares

    0.01% of the 13F portfolio, value $7,486,434.

    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 129,407 shares
    Change vs previous 13F -5,881 shares

    0.01% of the 13F portfolio, value $7,043,644.

    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 135,288 shares
    Change vs previous 13F +1,860 shares

    0.01% of the 13F portfolio, value $7,890,023.

    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 133,428 shares
    Change vs previous 13F +32,915 shares

    0.01% of the 13F portfolio, value $7,129,058.

    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 100,513 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $4,634,673.

    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 99,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,644,944.

    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).