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Disclosery

Creative Planning: ETW position timeline

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

Creative Planning held 35,050 ETW 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 35,050 shares
    Change vs previous 13F -6,880 shares

    <0.01% of the 13F portfolio, value $338,964.

    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 41,930 shares
    Change vs previous 13F +3,211 shares

    <0.01% of the 13F portfolio, value $369,958.

    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 38,719 shares
    Change vs previous 13F +6,880 shares

    <0.01% of the 13F portfolio, value $358,428.

    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 31,839 shares
    Change vs previous 13F -3,468 shares

    <0.01% of the 13F portfolio, value $289,726.

    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 35,307 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $307,329.

    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 34,556 shares
    Change vs previous 13F -501 shares

    <0.01% of the 13F portfolio, value $285,089.

    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 35,057 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $295,178.

    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 39,657 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,221.

    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).