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Disclosery

Creative Planning: IBP position timeline

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

Creative Planning held 11,729 IBP 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 11,729 shares
    Change vs previous 13F -6,557 shares

    <0.01% of the 13F portfolio, value $2,695,799.

    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 18,286 shares
    Change vs previous 13F +4,294 shares

    <0.01% of the 13F portfolio, value $4,848,538.

    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 13,992 shares
    Change vs previous 13F +1,638 shares

    <0.01% of the 13F portfolio, value $3,629,390.

    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 12,354 shares
    Change vs previous 13F +5,571 shares

    <0.01% of the 13F portfolio, value $3,047,246.

    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 6,783 shares
    Change vs previous 13F -3,135 shares

    <0.01% of the 13F portfolio, value $1,223,116.

    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 9,918 shares
    Change vs previous 13F +3,922 shares

    <0.01% of the 13F portfolio, value $1,700,542.

    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 5,996 shares
    Change vs previous 13F -1,716 shares

    <0.01% of the 13F portfolio, value $1,050,802.

    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 7,712 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,899,272.

    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).