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Disclosery

Creative Planning: KWEB position timeline

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

Creative Planning held 21,027 KWEB 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 21,027 shares
    Change vs previous 13F +10,480 shares

    <0.01% of the 13F portfolio, value $514,523.

    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 10,547 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $299,841.

    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 10,548 shares
    Change vs previous 13F +2,985 shares

    <0.01% of the 13F portfolio, value $359,158.

    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 7,563 shares
    Change vs previous 13F -1,641 shares

    <0.01% of the 13F portfolio, value $317,709.

    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 9,204 shares
    Change vs previous 13F +2,579 shares

    <0.01% of the 13F portfolio, value $315,963.

    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 6,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,269.

    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).