Skip to content
Disclosery

Creative Planning: ICOW position timeline

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

Creative Planning held 8,512 ICOW 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 8,512 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $354,355.

    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 8,599 shares
    Change vs previous 13F +1,463 shares

    <0.01% of the 13F portfolio, value $364,942.

    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 7,136 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $276,020.

    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 7,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,940.

    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).