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Disclosery

Creative Planning: FLRN position timeline

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

Creative Planning held 107,564 FLRN 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 107,564 shares
    Change vs previous 13F -6,180 shares

    <0.01% of the 13F portfolio, value $3,318,350.

    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 113,744 shares
    Change vs previous 13F +2,242 shares

    <0.01% of the 13F portfolio, value $3,501,053.

    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 111,502 shares
    Change vs previous 13F -5,140 shares

    <0.01% of the 13F portfolio, value $3,426,460.

    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 116,642 shares
    Change vs previous 13F +5,856 shares

    <0.01% of the 13F portfolio, value $3,599,570.

    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 110,786 shares
    Change vs previous 13F -7,929 shares

    <0.01% of the 13F portfolio, value $3,415,530.

    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 118,715 shares
    Change vs previous 13F -4,029 shares

    <0.01% of the 13F portfolio, value $3,658,794.

    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 122,744 shares
    Change vs previous 13F -4,230 shares

    <0.01% of the 13F portfolio, value $3,771,934.

    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 126,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,917,161.

    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).