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Disclosery

Creative Planning: EVV position timeline

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

Creative Planning held 228,190 EVV 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 228,190 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $2,138,136.

    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 228,598 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $2,160,251.

    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 228,398 shares
    Change vs previous 13F -29,089 shares

    <0.01% of the 13F portfolio, value $2,263,424.

    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 257,487 shares
    Change vs previous 13F -17,709 shares

    <0.01% of the 13F portfolio, value $2,613,496.

    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 275,196 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $2,823,514.

    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 275,976 shares
    Change vs previous 13F -2,010 shares

    <0.01% of the 13F portfolio, value $2,754,243.

    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 277,986 shares
    Change vs previous 13F +255,211 shares

    <0.01% of the 13F portfolio, value $2,715,926.

    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 22,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,365.

    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).