Skip to content
Disclosery

Creative Planning: LOGI position timeline

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

Creative Planning held 81,683 LOGI 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 81,683 shares
    Change vs previous 13F +14,403 shares

    <0.01% of the 13F portfolio, value $7,681,510.

    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 67,280 shares
    Change vs previous 13F +23,892 shares

    <0.01% of the 13F portfolio, value $6,130,551.

    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 43,388 shares
    Change vs previous 13F +4,942 shares

    <0.01% of the 13F portfolio, value $4,348,370.

    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 38,446 shares
    Change vs previous 13F +7,360 shares

    <0.01% of the 13F portfolio, value $4,216,785.

    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 31,086 shares
    Change vs previous 13F -2,062 shares

    <0.01% of the 13F portfolio, value $2,801,804.

    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 33,148 shares
    Change vs previous 13F -729 shares

    <0.01% of the 13F portfolio, value $2,798,043.

    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 33,877 shares
    Change vs previous 13F +2,210 shares

    <0.01% of the 13F portfolio, value $2,789,791.

    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 31,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,841,480.

    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).