Creative Planning: IVW position timeline

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

Creative Planning held 671,647 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 671,647 shares
Change vs previous 13F -1,709 shares
0.05% of the 13F portfolio, value $92,371,631.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 673,356 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $76,163,331.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).