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Disclosery

Creative Planning: FHI position timeline

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

Creative Planning held 62,147 FHI 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 62,147 shares
    Change vs previous 13F +13,503 shares

    <0.01% of the 13F portfolio, value $3,431,748.

    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 48,644 shares
    Change vs previous 13F +6,500 shares

    <0.01% of the 13F portfolio, value $2,758,601.

    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 42,144 shares
    Change vs previous 13F +12,857 shares

    <0.01% of the 13F portfolio, value $2,194,438.

    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 29,287 shares
    Change vs previous 13F +7,948 shares

    <0.01% of the 13F portfolio, value $1,520,874.

    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 21,339 shares
    Change vs previous 13F -642 shares

    <0.01% of the 13F portfolio, value $945,745.

    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 21,981 shares
    Change vs previous 13F +1,558 shares

    <0.01% of the 13F portfolio, value $896,165.

    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 20,423 shares
    Change vs previous 13F +2,525 shares

    <0.01% of the 13F portfolio, value $839,590.

    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 17,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $658,109.

    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).