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Disclosery

Creative Planning: GWRE position timeline

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

Creative Planning held 119,433 GWRE 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 119,433 shares
    Change vs previous 13F +82,597 shares

    0.01% of the 13F portfolio, value $14,696,236.

    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 36,836 shares
    Change vs previous 13F +16,059 shares

    <0.01% of the 13F portfolio, value $5,509,177.

    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 20,777 shares
    Change vs previous 13F -4,863 shares

    <0.01% of the 13F portfolio, value $4,176,469.

    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 25,640 shares
    Change vs previous 13F +5,118 shares

    <0.01% of the 13F portfolio, value $5,893,707.

    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 20,522 shares
    Change vs previous 13F +1,865 shares

    <0.01% of the 13F portfolio, value $4,831,964.

    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 18,657 shares
    Change vs previous 13F +3,080 shares

    <0.01% of the 13F portfolio, value $3,495,601.

    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 15,577 shares
    Change vs previous 13F +246 shares

    <0.01% of the 13F portfolio, value $2,625,993.

    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 15,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,804,678.

    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).