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Disclosery

Creative Planning: IART position timeline

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

Creative Planning held 98,772 IART 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 98,772 shares
    Change vs previous 13F +31,056 shares

    <0.01% of the 13F portfolio, value $1,773,945.

    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 67,716 shares
    Change vs previous 13F +28,645 shares

    <0.01% of the 13F portfolio, value $637,885.

    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 39,071 shares
    Change vs previous 13F +2,727 shares

    <0.01% of the 13F portfolio, value $485,262.

    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 36,344 shares
    Change vs previous 13F +20,221 shares

    <0.01% of the 13F portfolio, value $520,809.

    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 16,123 shares
    Change vs previous 13F -1,129 shares

    <0.01% of the 13F portfolio, value $197,830.

    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 17,252 shares
    Change vs previous 13F -1,247 shares

    <0.01% of the 13F portfolio, value $379,371.

    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 18,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $419,558.

    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).