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Disclosery

Creative Planning: G position timeline

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

Creative Planning held 197,279 G 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 197,279 shares
    Change vs previous 13F +4,580 shares

    <0.01% of the 13F portfolio, value $5,425,192.

    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 192,699 shares
    Change vs previous 13F +49,769 shares

    <0.01% of the 13F portfolio, value $7,178,032.

    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 142,930 shares
    Change vs previous 13F +83,490 shares

    <0.01% of the 13F portfolio, value $6,686,284.

    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 59,440 shares
    Change vs previous 13F +20,820 shares

    <0.01% of the 13F portfolio, value $2,489,934.

    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 38,620 shares
    Change vs previous 13F +3,724 shares

    <0.01% of the 13F portfolio, value $1,699,663.

    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 34,896 shares
    Change vs previous 13F +1,246 shares

    <0.01% of the 13F portfolio, value $1,758,051.

    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 33,650 shares
    Change vs previous 13F +3,060 shares

    <0.01% of the 13F portfolio, value $1,445,249.

    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 30,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199,443.

    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).