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Disclosery

Creative Planning: EXPD position timeline

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

Creative Planning held 54,461 EXPD 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 54,461 shares
    Change vs previous 13F +8,581 shares

    0.01% of the 13F portfolio, value $8,875,989.

    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 45,880 shares
    Change vs previous 13F +6,258 shares

    <0.01% of the 13F portfolio, value $6,571,353.

    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 39,622 shares
    Change vs previous 13F +4,108 shares

    <0.01% of the 13F portfolio, value $5,904,066.

    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 35,514 shares
    Change vs previous 13F +5,492 shares

    <0.01% of the 13F portfolio, value $4,353,585.

    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 30,022 shares
    Change vs previous 13F -7,299 shares

    <0.01% of the 13F portfolio, value $3,430,012.

    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 37,321 shares
    Change vs previous 13F +7,493 shares

    <0.01% of the 13F portfolio, value $4,487,907.

    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 29,828 shares
    Change vs previous 13F +2,993 shares

    <0.01% of the 13F portfolio, value $3,304,052.

    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 26,835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,526,118.

    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).