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Disclosery

Creative Planning: KEX position timeline

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

Creative Planning held 26,712 KEX 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 26,712 shares
    Change vs previous 13F +6,126 shares

    <0.01% of the 13F portfolio, value $3,632,031.

    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 20,586 shares
    Change vs previous 13F +5,649 shares

    <0.01% of the 13F portfolio, value $2,735,468.

    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 14,937 shares
    Change vs previous 13F -2,764 shares

    <0.01% of the 13F portfolio, value $1,645,759.

    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 17,701 shares
    Change vs previous 13F +10,327 shares

    <0.01% of the 13F portfolio, value $1,477,149.

    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 7,374 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $836,286.

    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 6,744 shares
    Change vs previous 13F +643 shares

    <0.01% of the 13F portfolio, value $681,211.

    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 6,101 shares
    Change vs previous 13F -582 shares

    <0.01% of the 13F portfolio, value $645,486.

    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 6,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $818,199.

    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).