Skip to content
Disclosery

Creative Planning: FDRR position timeline

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

Creative Planning held 12,277 FDRR 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 12,277 shares
    Change vs previous 13F +1,005 shares

    <0.01% of the 13F portfolio, value $796,564.

    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 11,272 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $662,812.

    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 10,823 shares
    Change vs previous 13F +6,226 shares

    <0.01% of the 13F portfolio, value $660,405.

    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 4,597 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,472.

    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).