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Disclosery

Creative Planning: FPX position timeline

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

Creative Planning held 7,062 FPX 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 7,062 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $1,456,117.

    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 6,796 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $1,079,322.

    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 6,777 shares
    Change vs previous 13F -611 shares

    <0.01% of the 13F portfolio, value $1,108,720.

    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 7,388 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $1,227,606.

    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 7,363 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $1,066,989.

    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 7,043 shares
    Change vs previous 13F +308 shares

    <0.01% of the 13F portfolio, value $787,012.

    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 6,735 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $804,925.

    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 6,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $742,038.

    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).