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Disclosery

Creative Planning: GTY position timeline

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

Creative Planning held 35,241 GTY 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 35,241 shares
    Change vs previous 13F +7,444 shares

    <0.01% of the 13F portfolio, value $1,175,641.

    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 27,797 shares
    Change vs previous 13F +14,341 shares

    <0.01% of the 13F portfolio, value $883,941.

    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 13,456 shares
    Change vs previous 13F -10,693 shares

    <0.01% of the 13F portfolio, value $368,285.

    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 24,149 shares
    Change vs previous 13F -828 shares

    <0.01% of the 13F portfolio, value $647,913.

    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 24,977 shares
    Change vs previous 13F +12,745 shares

    <0.01% of the 13F portfolio, value $690,365.

    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 12,232 shares
    Change vs previous 13F -4,215 shares

    <0.01% of the 13F portfolio, value $381,394.

    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 16,447 shares
    Change vs previous 13F +5,719 shares

    <0.01% of the 13F portfolio, value $495,549.

    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 10,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $341,258.

    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).