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Disclosery

Creative Planning: IRT position timeline

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

Creative Planning held 119,696 IRT 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 119,696 shares
    Change vs previous 13F +29,917 shares

    <0.01% of the 13F portfolio, value $1,997,732.

    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 89,779 shares
    Change vs previous 13F -17,936 shares

    <0.01% of the 13F portfolio, value $1,336,807.

    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 107,715 shares
    Change vs previous 13F +19,323 shares

    <0.01% of the 13F portfolio, value $1,882,850.

    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 88,392 shares
    Change vs previous 13F -6,694 shares

    <0.01% of the 13F portfolio, value $1,448,752.

    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 95,086 shares
    Change vs previous 13F -4,745 shares

    <0.01% of the 13F portfolio, value $1,682,068.

    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 99,831 shares
    Change vs previous 13F -1,086 shares

    <0.01% of the 13F portfolio, value $2,119,413.

    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 100,917 shares
    Change vs previous 13F -632 shares

    <0.01% of the 13F portfolio, value $2,002,185.

    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 101,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,081,760.

    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).