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Disclosery

Creative Planning: FN position timeline

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

Creative Planning held 36,173 FN 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 36,173 shares
    Change vs previous 13F +1,449 shares

    0.01% of the 13F portfolio, value $20,332,311.

    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 34,724 shares
    Change vs previous 13F +5,970 shares

    0.01% of the 13F portfolio, value $18,109,313.

    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 28,754 shares
    Change vs previous 13F +4,624 shares

    0.01% of the 13F portfolio, value $13,091,121.

    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 24,130 shares
    Change vs previous 13F +4,132 shares

    0.01% of the 13F portfolio, value $8,798,280.

    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 19,998 shares
    Change vs previous 13F +3,616 shares

    0.01% of the 13F portfolio, value $5,893,011.

    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 16,382 shares
    Change vs previous 13F +1,710 shares

    <0.01% of the 13F portfolio, value $3,235,609.

    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 14,672 shares
    Change vs previous 13F +1,217 shares

    <0.01% of the 13F portfolio, value $3,226,080.

    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 13,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,181,300.

    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).