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Disclosery

Creative Planning: EXLS position timeline

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

Creative Planning held 116,287 EXLS 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 116,287 shares
    Change vs previous 13F -62,959 shares

    <0.01% of the 13F portfolio, value $3,007,188.

    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 179,246 shares
    Change vs previous 13F +96,484 shares

    <0.01% of the 13F portfolio, value $5,458,048.

    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 82,762 shares
    Change vs previous 13F -2,462 shares

    <0.01% of the 13F portfolio, value $3,512,429.

    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 85,224 shares
    Change vs previous 13F +12,736 shares

    <0.01% of the 13F portfolio, value $3,752,429.

    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 72,488 shares
    Change vs previous 13F +10,397 shares

    <0.01% of the 13F portfolio, value $3,174,266.

    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 62,091 shares
    Change vs previous 13F +10,111 shares

    <0.01% of the 13F portfolio, value $2,931,294.

    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 51,980 shares
    Change vs previous 13F +14,578 shares

    <0.01% of the 13F portfolio, value $2,306,873.

    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 37,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,426,887.

    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).