Skip to content
Disclosery

Creative Planning: FNY position timeline

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

Creative Planning held 6,167 FNY 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 6,167 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $683,641.

    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 6,252 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $565,733.

    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 6,245 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $569,515.

    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 6,245 shares
    Change vs previous 13F -1,250 shares

    <0.01% of the 13F portfolio, value $572,144.

    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 7,495 shares
    Change vs previous 13F -2,090 shares

    <0.01% of the 13F portfolio, value $617,895.

    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 9,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $717,707.

    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).