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Disclosery

Creative Planning: EQX position timeline

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

Creative Planning held 247,878 EQX 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 247,878 shares
    Change vs previous 13F +201,040 shares

    <0.01% of the 13F portfolio, value $2,409,377.

    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 46,838 shares
    Change vs previous 13F +11,943 shares

    <0.01% of the 13F portfolio, value $677,281.

    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 34,895 shares
    Change vs previous 13F -2,419 shares

    <0.01% of the 13F portfolio, value $489,929.

    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 37,314 shares
    Change vs previous 13F +2,863 shares

    <0.01% of the 13F portfolio, value $418,667.

    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 34,451 shares
    Change vs previous 13F -2,685 shares

    <0.01% of the 13F portfolio, value $198,095.

    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 37,136 shares
    Change vs previous 13F +3,087 shares

    <0.01% of the 13F portfolio, value $255,498.

    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 34,049 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $170,928.

    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 34,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,485.

    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).