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Disclosery

Creative Planning: HLMN position timeline

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

Creative Planning held 37,334 HLMN 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 37,334 shares
    Change vs previous 13F +9,836 shares

    <0.01% of the 13F portfolio, value $315,099.

    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 27,498 shares
    Change vs previous 13F -948 shares

    <0.01% of the 13F portfolio, value $228,783.

    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 28,446 shares
    Change vs previous 13F +3,014 shares

    <0.01% of the 13F portfolio, value $246,342.

    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 25,432 shares
    Change vs previous 13F +9,644 shares

    <0.01% of the 13F portfolio, value $233,465.

    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 15,788 shares
    Change vs previous 13F -5,965 shares

    <0.01% of the 13F portfolio, value $112,726.

    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 21,753 shares
    Change vs previous 13F -26,348 shares

    <0.01% of the 13F portfolio, value $191,209.

    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 48,101 shares
    Change vs previous 13F +20,491 shares

    <0.01% of the 13F portfolio, value $468,504.

    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 27,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,562.

    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).