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Disclosery

Creative Planning: HYG position timeline

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

Creative Planning held 36,438 HYG 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 36,438 shares
    Change vs previous 13F +10,311 shares

    <0.01% of the 13F portfolio, value $2,913,909.

    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 26,127 shares
    Change vs previous 13F +18,181 shares

    <0.01% of the 13F portfolio, value $2,078,697.

    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 7,946 shares
    Change vs previous 13F -916 shares

    <0.01% of the 13F portfolio, value $640,686.

    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 8,862 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $719,505.

    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 9,391 shares
    Change vs previous 13F -11,438 shares

    <0.01% of the 13F portfolio, value $757,396.

    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 20,829 shares
    Change vs previous 13F +6,267 shares

    <0.01% of the 13F portfolio, value $1,643,197.

    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 14,562 shares
    Change vs previous 13F +2,406 shares

    <0.01% of the 13F portfolio, value $1,145,277.

    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 12,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $976,143.

    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).