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Disclosery

Creative Planning: INFL position timeline

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

Creative Planning held 7,389 INFL 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 7,389 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $368,566.

    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 6,593 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $343,232.

    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 6,558 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $291,569.

    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 6,547 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $292,618.

    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 6,547 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $276,087.

    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 6,604 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $268,453.

    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 6,635 shares
    Change vs previous 13F +704 shares

    <0.01% of the 13F portfolio, value $252,661.

    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 5,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,946.

    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).