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Disclosery

Creative Planning: GXO position timeline

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

Creative Planning held 12,271 GXO 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 12,271 shares
    Change vs previous 13F -949 shares

    <0.01% of the 13F portfolio, value $622,140.

    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 13,220 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $685,457.

    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 13,247 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $697,322.

    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 13,090 shares
    Change vs previous 13F +1,307 shares

    <0.01% of the 13F portfolio, value $692,330.

    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 11,783 shares
    Change vs previous 13F -5,065 shares

    <0.01% of the 13F portfolio, value $573,845.

    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 16,848 shares
    Change vs previous 13F +5,651 shares

    <0.01% of the 13F portfolio, value $658,430.

    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 11,197 shares
    Change vs previous 13F -1,580 shares

    <0.01% of the 13F portfolio, value $487,081.

    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 12,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $665,312.

    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).