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Disclosery

Creative Planning: EXP position timeline

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

Creative Planning held 27,125 EXP 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 27,125 shares
    Change vs previous 13F +12,876 shares

    <0.01% of the 13F portfolio, value $6,103,222.

    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 14,249 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $2,699,551.

    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 13,913 shares
    Change vs previous 13F +3,161 shares

    <0.01% of the 13F portfolio, value $2,875,621.

    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 10,752 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $2,505,735.

    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 9,879 shares
    Change vs previous 13F -657 shares

    <0.01% of the 13F portfolio, value $1,996,719.

    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 10,536 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $2,338,334.

    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 10,292 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $2,539,654.

    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 10,327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,970,562.

    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).