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Disclosery

Creative Planning: LPLA position timeline

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

Creative Planning held 14,847 LPLA 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 14,847 shares
    Change vs previous 13F +3,637 shares

    <0.01% of the 13F portfolio, value $4,182,038.

    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 11,210 shares
    Change vs previous 13F +1,708 shares

    <0.01% of the 13F portfolio, value $3,372,168.

    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 9,502 shares
    Change vs previous 13F +1,755 shares

    <0.01% of the 13F portfolio, value $3,393,871.

    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 7,747 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $2,577,283.

    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 7,125 shares
    Change vs previous 13F +1,487 shares

    <0.01% of the 13F portfolio, value $2,671,718.

    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 5,638 shares
    Change vs previous 13F +1,401 shares

    <0.01% of the 13F portfolio, value $1,844,252.

    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 4,237 shares
    Change vs previous 13F +480 shares

    <0.01% of the 13F portfolio, value $1,383,423.

    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 3,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $873,991.

    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).