Creative Planning: HOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on HOOD, newest first. How the timeline and the estimate are built.
Creative Planning held 160,249 HOOD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 160,249 sharesChange vs previous 13F +20,801 shares
0.01% of the 13F portfolio, value $16,069,723.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 139,448 sharesChange vs previous 13F -4,671 shares
0.01% of the 13F portfolio, value $9,663,729.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 144,119 sharesChange vs previous 13F +14,473 shares
0.01% of the 13F portfolio, value $16,299,897.
13F-HR 0001540235-26-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 129,646 sharesChange vs previous 13F +29,432 shares
0.01% of the 13F portfolio, value $18,562,633.
13F-HR 0001540235-25-000008 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 100,214 sharesChange vs previous 13F +17,795 shares
0.01% of the 13F portfolio, value $9,383,032.
13F-HR 0001540235-25-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 82,419 sharesChange vs previous 13F +17,506 shares
<0.01% of the 13F portfolio, value $3,430,288.
13F-HR 0001540235-25-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,913 sharesChange vs previous 13F +29,529 shares
<0.01% of the 13F portfolio, value $2,418,641.
13F-HR 0001540235-25-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 35,384 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $828,693.
13F-HR 0001540235-24-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).