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Disclosery

Creative Planning: FDVV position timeline

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

Creative Planning held 20,455 FDVV 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 20,455 shares
    Change vs previous 13F +687 shares

    <0.01% of the 13F portfolio, value $1,233,224.

    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 19,768 shares
    Change vs previous 13F +356 shares

    <0.01% of the 13F portfolio, value $1,092,012.

    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 19,412 shares
    Change vs previous 13F +8,602 shares

    <0.01% of the 13F portfolio, value $1,100,448.

    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 10,810 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $602,241.

    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 10,975 shares
    Change vs previous 13F +1,811 shares

    <0.01% of the 13F portfolio, value $570,908.

    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 9,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,510.

    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).