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Disclosery

Creative Planning: LION position timeline

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

Creative Planning held 364,371 LION 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 364,371 shares
    Change vs previous 13F +50,684 shares

    <0.01% of the 13F portfolio, value $5,578,520.

    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 313,687 shares
    Change vs previous 13F +22,619 shares

    <0.01% of the 13F portfolio, value $3,008,258.

    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 291,068 shares
    Change vs previous 13F +117,015 shares

    <0.01% of the 13F portfolio, value $2,657,451.

    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 174,053 shares
    Change vs previous 13F +153,985 shares

    <0.01% of the 13F portfolio, value $1,200,965.

    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 20,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,595.

    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).