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Disclosery

Creative Planning: JCPB position timeline

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

Creative Planning held 52,618 JCPB 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 52,618 shares
    Change vs previous 13F -2,825 shares

    <0.01% of the 13F portfolio, value $2,469,895.

    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 55,443 shares
    Change vs previous 13F +7,286 shares

    <0.01% of the 13F portfolio, value $2,610,261.

    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 48,157 shares
    Change vs previous 13F -3,408 shares

    <0.01% of the 13F portfolio, value $2,280,256.

    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 51,565 shares
    Change vs previous 13F -2,641 shares

    <0.01% of the 13F portfolio, value $2,451,933.

    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 54,206 shares
    Change vs previous 13F +1,562 shares

    <0.01% of the 13F portfolio, value $2,550,948.

    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 52,644 shares
    Change vs previous 13F +6,995 shares

    <0.01% of the 13F portfolio, value $2,476,373.

    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 45,649 shares
    Change vs previous 13F -15,089 shares

    <0.01% of the 13F portfolio, value $2,103,041.

    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 60,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,930,016.

    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).