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Disclosery

Creative Planning: INGM position timeline

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

Creative Planning held 53,328 INGM 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 53,328 shares
    Change vs previous 13F +11,364 shares

    <0.01% of the 13F portfolio, value $1,462,787.

    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 41,964 shares
    Change vs previous 13F +12,727 shares

    <0.01% of the 13F portfolio, value $978,181.

    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 29,237 shares
    Change vs previous 13F +1,711 shares

    <0.01% of the 13F portfolio, value $623,918.

    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 27,526 shares
    Change vs previous 13F -1,304 shares

    <0.01% of the 13F portfolio, value $591,533.

    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 28,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $600,817.

    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).