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Disclosery

Creative Planning: IXJ position timeline

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

Creative Planning held 28,669 IXJ 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 28,669 shares
    Change vs previous 13F -1,214 shares

    <0.01% of the 13F portfolio, value $2,820,418.

    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 29,883 shares
    Change vs previous 13F -628 shares

    <0.01% of the 13F portfolio, value $2,795,229.

    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 30,511 shares
    Change vs previous 13F -9,733 shares

    <0.01% of the 13F portfolio, value $2,971,744.

    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 40,244 shares
    Change vs previous 13F -1,805 shares

    <0.01% of the 13F portfolio, value $3,566,398.

    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 42,049 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $3,619,974.

    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 42,250 shares
    Change vs previous 13F +6,008 shares

    <0.01% of the 13F portfolio, value $3,853,167.

    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 36,242 shares
    Change vs previous 13F +20,916 shares

    <0.01% of the 13F portfolio, value $3,115,693.

    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 15,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,504,365.

    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).