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Disclosery

Creative Planning: IONQ position timeline

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

Creative Planning held 265,685 IONQ 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 265,685 shares
    Change vs previous 13F +81,216 shares

    0.01% of the 13F portfolio, value $14,150,385.

    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 184,469 shares
    Change vs previous 13F +10,858 shares

    <0.01% of the 13F portfolio, value $5,318,228.

    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 173,611 shares
    Change vs previous 13F +27,242 shares

    0.01% of the 13F portfolio, value $7,789,924.

    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 146,369 shares
    Change vs previous 13F +32,177 shares

    0.01% of the 13F portfolio, value $9,001,710.

    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 114,192 shares
    Change vs previous 13F +40,543 shares

    <0.01% of the 13F portfolio, value $4,906,830.

    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 73,649 shares
    Change vs previous 13F -3,281 shares

    <0.01% of the 13F portfolio, value $1,625,433.

    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 76,930 shares
    Change vs previous 13F +52,566 shares

    <0.01% of the 13F portfolio, value $3,213,366.

    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 24,364 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,941.

    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).