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Disclosery

Creative Planning: INTA position timeline

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

Creative Planning held 88,838 INTA 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 88,838 shares
    Change vs previous 13F -45,670 shares

    <0.01% of the 13F portfolio, value $2,239,606.

    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 134,508 shares
    Change vs previous 13F +99,580 shares

    <0.01% of the 13F portfolio, value $3,455,511.

    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 34,928 shares
    Change vs previous 13F +23,791 shares

    <0.01% of the 13F portfolio, value $1,600,401.

    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 11,137 shares
    Change vs previous 13F +1,557 shares

    <0.01% of the 13F portfolio, value $455,504.

    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 9,580 shares
    Change vs previous 13F -4,438 shares

    <0.01% of the 13F portfolio, value $494,519.

    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 14,018 shares
    Change vs previous 13F +9,112 shares

    <0.01% of the 13F portfolio, value $818,371.

    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 4,906 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,426.

    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).