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Disclosery

Creative Planning: FDUS position timeline

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

Creative Planning held 71,859 FDUS 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 71,859 shares
    Change vs previous 13F +40,780 shares

    <0.01% of the 13F portfolio, value $1,370,360.

    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 31,079 shares
    Change vs previous 13F +2,363 shares

    <0.01% of the 13F portfolio, value $541,394.

    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 28,716 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $554,220.

    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 28,044 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $568,172.

    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).