Skip to content
Disclosery

Creative Planning: KW position timeline

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

Creative Planning held 0 KW 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 0 shares
    Change vs previous 13F -152,713 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 152,713 shares
    Change vs previous 13F -9,231 shares

    <0.01% of the 13F portfolio, value $1,652,356.

    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 161,944 shares
    Change vs previous 13F +1,586 shares

    <0.01% of the 13F portfolio, value $1,565,999.

    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 160,358 shares
    Change vs previous 13F +48,868 shares

    <0.01% of the 13F portfolio, value $1,334,178.

    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 111,490 shares
    Change vs previous 13F +11,032 shares

    <0.01% of the 13F portfolio, value $758,132.

    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 100,458 shares
    Change vs previous 13F -24,830 shares

    <0.01% of the 13F portfolio, value $871,975.

    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 125,288 shares
    Change vs previous 13F -8,063 shares

    <0.01% of the 13F portfolio, value $1,251,628.

    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 133,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,473,529.

    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).