Creative Planning: ETD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on ETD, newest first. How the timeline and the estimate are built.
Creative Planning held 212,871 ETD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 212,871 sharesChange vs previous 13F +59,268 shares
<0.01% of the 13F portfolio, value $4,755,538.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 153,603 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,419,203.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).