Skip to content
Disclosery

Creative Planning: IRWD position timeline

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

Creative Planning held 177,030 IRWD 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 177,030 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $745,296.

    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 177,520 shares
    Change vs previous 13F +15,445 shares

    <0.01% of the 13F portfolio, value $623,095.

    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 162,075 shares
    Change vs previous 13F +71,919 shares

    <0.01% of the 13F portfolio, value $546,193.

    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 90,156 shares
    Change vs previous 13F -3,524 shares

    <0.01% of the 13F portfolio, value $118,104.

    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 93,680 shares
    Change vs previous 13F +9,048 shares

    <0.01% of the 13F portfolio, value $67,187.

    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 84,632 shares
    Change vs previous 13F -18,918 shares

    <0.01% of the 13F portfolio, value $124,409.

    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 103,550 shares
    Change vs previous 13F +61,399 shares

    <0.01% of the 13F portfolio, value $458,727.

    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 42,151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,662.

    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).