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Disclosery

Creative Planning: HQI position timeline

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

Creative Planning held 10,776 HQI 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 10,776 shares
    Change vs previous 13F -1,444 shares

    <0.01% of the 13F portfolio, value $135,347.

    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 12,220 shares
    Change vs previous 13F -7,021 shares

    <0.01% of the 13F portfolio, value $121,956.

    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 19,241 shares
    Change vs previous 13F -10,605 shares

    <0.01% of the 13F portfolio, value $202,223.

    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 29,846 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $287,119.

    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 29,801 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $298,308.

    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 29,800 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $354,620.

    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 29,800 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $421,968.

    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 29,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $421,968.

    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).