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Disclosery

Creative Planning: LMBS position timeline

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

Creative Planning held 12,410 LMBS 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 12,410 shares
    Change vs previous 13F -1,160 shares

    <0.01% of the 13F portfolio, value $617,753.

    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 13,570 shares
    Change vs previous 13F +4,223 shares

    <0.01% of the 13F portfolio, value $675,898.

    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 9,347 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $467,232.

    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 9,855 shares
    Change vs previous 13F -3,568 shares

    <0.01% of the 13F portfolio, value $490,697.

    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 13,423 shares
    Change vs previous 13F -4,237 shares

    <0.01% of the 13F portfolio, value $661,202.

    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 17,660 shares
    Change vs previous 13F +7,110 shares

    <0.01% of the 13F portfolio, value $868,193.

    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 10,550 shares
    Change vs previous 13F -1,683 shares

    <0.01% of the 13F portfolio, value $513,469.

    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 12,233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $604,433.

    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).