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Disclosery

Creative Planning: HI position timeline

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

Creative Planning held 0 HI shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -17,029 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 17,029 shares
    Change vs previous 13F +2,670 shares

    <0.01% of the 13F portfolio, value $540,156.

    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).

  3. period ended2025-09-30
    13F 14,359 shares
    Change vs previous 13F +1,082 shares

    <0.01% of the 13F portfolio, value $388,277.

    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).

  4. period ended2025-06-30
    13F 13,277 shares
    Change vs previous 13F -6,698 shares

    <0.01% of the 13F portfolio, value $266,474.

    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).

  5. period ended2025-03-31
    13F 19,975 shares
    Change vs previous 13F -38,588 shares

    <0.01% of the 13F portfolio, value $482,195.

    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).

  6. period ended2024-12-31
    13F 58,563 shares
    Change vs previous 13F +32,999 shares

    <0.01% of the 13F portfolio, value $1,802,572.

    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).

  7. period ended2024-09-30
    13F 25,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $710,673.

    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).