Skip to content
Disclosery

Creative Planning: FE position timeline

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

Creative Planning held 177,904 FE 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 177,904 shares
    Change vs previous 13F +35,690 shares

    <0.01% of the 13F portfolio, value $8,457,563.

    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 142,214 shares
    Change vs previous 13F +32,266 shares

    <0.01% of the 13F portfolio, value $7,204,557.

    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 109,948 shares
    Change vs previous 13F +18,446 shares

    <0.01% of the 13F portfolio, value $4,922,373.

    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 91,502 shares
    Change vs previous 13F +27,325 shares

    <0.01% of the 13F portfolio, value $4,192,606.

    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 64,177 shares
    Change vs previous 13F +14,897 shares

    <0.01% of the 13F portfolio, value $2,583,749.

    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 49,280 shares
    Change vs previous 13F -2,292 shares

    <0.01% of the 13F portfolio, value $1,991,881.

    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 51,572 shares
    Change vs previous 13F +13,271 shares

    <0.01% of the 13F portfolio, value $2,051,524.

    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 38,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,698,644.

    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).