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Disclosery

Creative Planning: FHLC position timeline

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

Creative Planning held 40,786 FHLC 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 40,786 shares
    Change vs previous 13F +4,494 shares

    <0.01% of the 13F portfolio, value $3,150,731.

    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 36,292 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $2,553,475.

    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 36,423 shares
    Change vs previous 13F +1,284 shares

    <0.01% of the 13F portfolio, value $2,705,532.

    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 35,139 shares
    Change vs previous 13F -12,354 shares

    <0.01% of the 13F portfolio, value $2,349,717.

    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 47,493 shares
    Change vs previous 13F -47,564 shares

    <0.01% of the 13F portfolio, value $3,037,165.

    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 95,057 shares
    Change vs previous 13F +63,473 shares

    0.01% of the 13F portfolio, value $6,494,316.

    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 31,584 shares
    Change vs previous 13F +3,117 shares

    <0.01% of the 13F portfolio, value $2,064,047.

    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 28,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,072,389.

    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).