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Disclosery

Creative Planning: IPGP position timeline

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

Creative Planning held 18,470 IPGP 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 18,470 shares
    Change vs previous 13F +510 shares

    <0.01% of the 13F portfolio, value $2,166,868.

    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 17,960 shares
    Change vs previous 13F +2,017 shares

    <0.01% of the 13F portfolio, value $2,058,005.

    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 15,943 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $1,141,519.

    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 15,157 shares
    Change vs previous 13F +2,849 shares

    <0.01% of the 13F portfolio, value $1,200,314.

    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 12,308 shares
    Change vs previous 13F +2,736 shares

    <0.01% of the 13F portfolio, value $844,972.

    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 9,572 shares
    Change vs previous 13F +2,412 shares

    <0.01% of the 13F portfolio, value $604,402.

    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 7,160 shares
    Change vs previous 13F +1,089 shares

    <0.01% of the 13F portfolio, value $520,705.

    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 6,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $451,227.

    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).