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Disclosery

Creative Planning: GRC position timeline

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

Creative Planning held 17,418 GRC 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 17,418 shares
    Change vs previous 13F +6,068 shares

    <0.01% of the 13F portfolio, value $1,597,910.

    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 11,350 shares
    Change vs previous 13F +2,201 shares

    <0.01% of the 13F portfolio, value $705,164.

    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 9,149 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $436,856.

    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 8,779 shares
    Change vs previous 13F +1,493 shares

    <0.01% of the 13F portfolio, value $407,424.

    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 7,286 shares
    Change vs previous 13F -1,911 shares

    <0.01% of the 13F portfolio, value $267,535.

    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 9,197 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $322,808.

    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 8,931 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $338,664.

    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 8,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,022.

    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).