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Disclosery

Creative Planning: KGC position timeline

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

Creative Planning held 334,929 KGC 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 334,929 shares
    Change vs previous 13F +74,210 shares

    <0.01% of the 13F portfolio, value $7,911,029.

    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 260,719 shares
    Change vs previous 13F +44,416 shares

    0.01% of the 13F portfolio, value $7,957,132.

    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 216,303 shares
    Change vs previous 13F +76,117 shares

    <0.01% of the 13F portfolio, value $6,091,104.

    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 140,186 shares
    Change vs previous 13F +27,428 shares

    <0.01% of the 13F portfolio, value $3,483,616.

    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 112,758 shares
    Change vs previous 13F +15,720 shares

    <0.01% of the 13F portfolio, value $1,762,403.

    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 97,038 shares
    Change vs previous 13F +15,395 shares

    <0.01% of the 13F portfolio, value $1,223,653.

    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 81,643 shares
    Change vs previous 13F +9,698 shares

    <0.01% of the 13F portfolio, value $756,834.

    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 71,945 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,403.

    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).