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Disclosery

Creative Planning: IBKR position timeline

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

Creative Planning held 85,812 IBKR 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 85,812 shares
    Change vs previous 13F +12,381 shares

    <0.01% of the 13F portfolio, value $7,469,062.

    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 73,431 shares
    Change vs previous 13F +19,134 shares

    <0.01% of the 13F portfolio, value $4,925,022.

    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 54,297 shares
    Change vs previous 13F +3,939 shares

    <0.01% of the 13F portfolio, value $3,491,866.

    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 50,358 shares
    Change vs previous 13F +9,501 shares

    <0.01% of the 13F portfolio, value $3,465,102.

    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 40,857 shares
    Change vs previous 13F +30,749 shares

    <0.01% of the 13F portfolio, value $2,263,908.

    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 10,108 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $1,673,752.

    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 9,947 shares
    Change vs previous 13F +1,751 shares

    <0.01% of the 13F portfolio, value $1,757,273.

    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 8,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,142,256.

    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).