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Disclosery

Creative Planning: IBN position timeline

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

Creative Planning held 39,962 IBN 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 39,962 shares
    Change vs previous 13F -1,263 shares

    <0.01% of the 13F portfolio, value $1,160,109.

    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 41,225 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $1,067,733.

    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 42,372 shares
    Change vs previous 13F -9,256 shares

    <0.01% of the 13F portfolio, value $1,262,688.

    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 51,628 shares
    Change vs previous 13F +1,064 shares

    <0.01% of the 13F portfolio, value $1,560,705.

    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 50,564 shares
    Change vs previous 13F +2,840 shares

    <0.01% of the 13F portfolio, value $1,700,957.

    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 47,724 shares
    Change vs previous 13F -2,717 shares

    <0.01% of the 13F portfolio, value $1,504,257.

    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 50,441 shares
    Change vs previous 13F +2,511 shares

    <0.01% of the 13F portfolio, value $1,506,165.

    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 47,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,430,710.

    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).