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Disclosery

Creative Planning: LH position timeline

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

Creative Planning held 16,603 LH 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 16,603 shares
    Change vs previous 13F -852 shares

    <0.01% of the 13F portfolio, value $4,648,953.

    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 17,455 shares
    Change vs previous 13F +1,564 shares

    <0.01% of the 13F portfolio, value $4,657,105.

    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 15,891 shares
    Change vs previous 13F -907 shares

    <0.01% of the 13F portfolio, value $3,986,631.

    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 16,798 shares
    Change vs previous 13F +1,436 shares

    <0.01% of the 13F portfolio, value $4,822,120.

    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 15,362 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $4,032,632.

    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 15,293 shares
    Change vs previous 13F +1,597 shares

    <0.01% of the 13F portfolio, value $3,559,240.

    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 13,696 shares
    Change vs previous 13F +3,166 shares

    <0.01% of the 13F portfolio, value $3,140,837.

    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 10,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,353,290.

    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).