Skip to content
Disclosery

Creative Planning: IPAR position timeline

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

Creative Planning held 52,658 IPAR 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 52,658 shares
    Change vs previous 13F +8,926 shares

    <0.01% of the 13F portfolio, value $5,890,324.

    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 43,732 shares
    Change vs previous 13F +29,374 shares

    <0.01% of the 13F portfolio, value $3,972,615.

    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 14,358 shares
    Change vs previous 13F +8,519 shares

    <0.01% of the 13F portfolio, value $1,217,989.

    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 5,839 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $574,441.

    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 5,667 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $744,134.

    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 5,542 shares
    Change vs previous 13F +1,167 shares

    <0.01% of the 13F portfolio, value $631,074.

    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 4,375 shares
    Change vs previous 13F +1,271 shares

    <0.01% of the 13F portfolio, value $575,363.

    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 3,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,906.

    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).