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Disclosery

Creative Planning: FICO position timeline

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

Creative Planning held 6,520 FICO 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 6,520 shares
    Change vs previous 13F -1,471 shares

    <0.01% of the 13F portfolio, value $7,789,393.

    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 7,991 shares
    Change vs previous 13F -737 shares

    0.01% of the 13F portfolio, value $8,530,500.

    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 8,728 shares
    Change vs previous 13F +3,798 shares

    0.01% of the 13F portfolio, value $14,754,948.

    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 4,930 shares
    Change vs previous 13F +224 shares

    0.01% of the 13F portfolio, value $7,377,794.

    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 4,706 shares
    Change vs previous 13F -447 shares

    0.01% of the 13F portfolio, value $8,602,459.

    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 5,153 shares
    Change vs previous 13F +581 shares

    0.01% of the 13F portfolio, value $9,502,788.

    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 4,572 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $9,102,532.

    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 4,429 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,607,850.

    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).