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Disclosery

Creative Planning: FCFS position timeline

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

Creative Planning held 50,456 FCFS 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 50,456 shares
    Change vs previous 13F +2,946 shares

    0.01% of the 13F portfolio, value $10,914,642.

    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 47,510 shares
    Change vs previous 13F +5,175 shares

    0.01% of the 13F portfolio, value $8,931,880.

    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 42,335 shares
    Change vs previous 13F +6,490 shares

    <0.01% of the 13F portfolio, value $6,747,352.

    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 35,845 shares
    Change vs previous 13F +9,014 shares

    <0.01% of the 13F portfolio, value $5,678,565.

    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 26,831 shares
    Change vs previous 13F +7,120 shares

    <0.01% of the 13F portfolio, value $3,625,941.

    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 19,711 shares
    Change vs previous 13F +6,961 shares

    <0.01% of the 13F portfolio, value $2,371,628.

    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 12,750 shares
    Change vs previous 13F -1,343 shares

    <0.01% of the 13F portfolio, value $1,320,852.

    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 14,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,617,823.

    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).