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Disclosery

Creative Planning: HL position timeline

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

Creative Planning held 319,588 HL 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 319,588 shares
    Change vs previous 13F -53,597 shares

    <0.01% of the 13F portfolio, value $4,931,242.

    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 373,185 shares
    Change vs previous 13F +58,121 shares

    <0.01% of the 13F portfolio, value $6,952,427.

    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 315,064 shares
    Change vs previous 13F +148,485 shares

    <0.01% of the 13F portfolio, value $6,046,087.

    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 166,579 shares
    Change vs previous 13F +73,595 shares

    <0.01% of the 13F portfolio, value $2,015,610.

    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 92,984 shares
    Change vs previous 13F -32,426 shares

    <0.01% of the 13F portfolio, value $556,976.

    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 125,410 shares
    Change vs previous 13F +27,816 shares

    <0.01% of the 13F portfolio, value $697,280.

    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 97,594 shares
    Change vs previous 13F -17,127 shares

    <0.01% of the 13F portfolio, value $479,186.

    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 114,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $765,186.

    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).