Skip to content
Disclosery

Creative Planning: IWM position timeline

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

Creative Planning held 561,917 IWM 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 561,917 shares
    Change vs previous 13F -8,958 shares

    0.1% of the 13F portfolio, value $168,828,094.

    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 570,875 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $141,577,089.

    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).