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Disclosery

Creative Planning: FIVE position timeline

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

Creative Planning held 34,418 FIVE 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 34,418 shares
    Change vs previous 13F -6,061 shares

    <0.01% of the 13F portfolio, value $6,188,087.

    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 40,479 shares
    Change vs previous 13F +17,435 shares

    0.01% of the 13F portfolio, value $9,248,653.

    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 23,044 shares
    Change vs previous 13F +10,930 shares

    <0.01% of the 13F portfolio, value $4,340,479.

    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 12,114 shares
    Change vs previous 13F +3,252 shares

    <0.01% of the 13F portfolio, value $1,873,974.

    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 8,862 shares
    Change vs previous 13F +1,058 shares

    <0.01% of the 13F portfolio, value $1,162,506.

    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 7,804 shares
    Change vs previous 13F -2,720 shares

    <0.01% of the 13F portfolio, value $584,727.

    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 10,524 shares
    Change vs previous 13F +1,415 shares

    <0.01% of the 13F portfolio, value $1,104,642.

    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 9,109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $804,780.

    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).