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Disclosery

Creative Planning: HEI-A position timeline

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

Creative Planning held 19,149 HEI-A 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 19,149 shares
    Change vs previous 13F +1,430 shares

    <0.01% of the 13F portfolio, value $4,938,828.

    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 17,719 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $3,740,277.

    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 17,461 shares
    Change vs previous 13F +2,710 shares

    <0.01% of the 13F portfolio, value $4,407,709.

    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 14,751 shares
    Change vs previous 13F +801 shares

    <0.01% of the 13F portfolio, value $3,748,031.

    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 13,950 shares
    Change vs previous 13F +5,960 shares

    <0.01% of the 13F portfolio, value $3,609,489.

    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 7,990 shares
    Change vs previous 13F +25 shares

    <0.01% of the 13F portfolio, value $1,685,579.

    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 7,965 shares
    Change vs previous 13F +913 shares

    <0.01% of the 13F portfolio, value $1,482,161.

    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 7,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,436,885.

    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).