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Disclosery

Creative Planning: FERG position timeline

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

Creative Planning held 39,421 FERG 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 39,421 shares
    Change vs previous 13F +4,452 shares

    0.01% of the 13F portfolio, value $9,355,835.

    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 34,969 shares
    Change vs previous 13F +3,416 shares

    0.01% of the 13F portfolio, value $8,156,927.

    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 31,553 shares
    Change vs previous 13F +709 shares

    0.01% of the 13F portfolio, value $7,024,712.

    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 30,844 shares
    Change vs previous 13F +7,066 shares

    0.01% of the 13F portfolio, value $6,926,842.

    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 23,778 shares
    Change vs previous 13F +11,509 shares

    <0.01% of the 13F portfolio, value $5,177,632.

    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 12,269 shares
    Change vs previous 13F +3,629 shares

    <0.01% of the 13F portfolio, value $1,965,847.

    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 8,640 shares
    Change vs previous 13F +1,236 shares

    <0.01% of the 13F portfolio, value $1,500,225.

    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 7,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,470,171.

    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).