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Disclosery

Creative Planning: F position timeline

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

Creative Planning held 1,278,307 F 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 1,278,307 shares
    Change vs previous 13F +129,771 shares

    0.01% of the 13F portfolio, value $17,768,460.

    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 1,148,536 shares
    Change vs previous 13F +17,183 shares

    0.01% of the 13F portfolio, value $13,254,106.

    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 1,131,353 shares
    Change vs previous 13F +52,793 shares

    0.01% of the 13F portfolio, value $14,843,346.

    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 1,078,560 shares
    Change vs previous 13F +22,234 shares

    0.01% of the 13F portfolio, value $12,899,580.

    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 1,056,326 shares
    Change vs previous 13F +17,466 shares

    0.01% of the 13F portfolio, value $11,461,138.

    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 1,038,860 shares
    Change vs previous 13F +176,835 shares

    0.01% of the 13F portfolio, value $10,419,766.

    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 862,025 shares
    Change vs previous 13F -1,011,977 shares

    0.01% of the 13F portfolio, value $8,534,044.

    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 1,874,002 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,789,463.

    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).