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Disclosery

Creative Planning: FRDM position timeline

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

Creative Planning held 21,335 FRDM 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 21,335 shares
    Change vs previous 13F -2,760 shares

    <0.01% of the 13F portfolio, value $1,555,327.

    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 24,095 shares
    Change vs previous 13F +3,671 shares

    <0.01% of the 13F portfolio, value $1,316,786.

    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 20,424 shares
    Change vs previous 13F +578 shares

    <0.01% of the 13F portfolio, value $1,047,126.

    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 19,846 shares
    Change vs previous 13F +6,314 shares

    <0.01% of the 13F portfolio, value $879,376.

    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 13,532 shares
    Change vs previous 13F +2,968 shares

    <0.01% of the 13F portfolio, value $546,711.

    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 10,564 shares
    Change vs previous 13F -792 shares

    <0.01% of the 13F portfolio, value $370,281.

    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 11,356 shares
    Change vs previous 13F +3,800 shares

    <0.01% of the 13F portfolio, value $371,103.

    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 7,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,342.

    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).