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Disclosery

Creative Planning: FENI position timeline

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

Creative Planning held 35,548 FENI 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 35,548 shares
    Change vs previous 13F +6,871 shares

    <0.01% of the 13F portfolio, value $1,426,528.

    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 28,677 shares
    Change vs previous 13F +4,503 shares

    <0.01% of the 13F portfolio, value $1,066,784.

    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 24,174 shares
    Change vs previous 13F -9,438 shares

    <0.01% of the 13F portfolio, value $884,300.

    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 33,612 shares
    Change vs previous 13F +16,463 shares

    <0.01% of the 13F portfolio, value $1,185,819.

    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 17,149 shares
    Change vs previous 13F +5,269 shares

    <0.01% of the 13F portfolio, value $570,361.

    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 11,880 shares
    Change vs previous 13F +1,556 shares

    <0.01% of the 13F portfolio, value $353,552.

    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 10,324 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $284,219.

    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 10,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,047.

    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).