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Disclosery

Creative Planning: NAT position timeline

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

Creative Planning held 146,220 NAT 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 146,220 shares
    Change vs previous 13F +1,327 shares

    <0.01% of the 13F portfolio, value $810,060.

    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 144,893 shares
    Change vs previous 13F +2,712 shares

    <0.01% of the 13F portfolio, value $849,074.

    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 142,181 shares
    Change vs previous 13F -4,560 shares

    <0.01% of the 13F portfolio, value $489,103.

    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 146,741 shares
    Change vs previous 13F +18,116 shares

    <0.01% of the 13F portfolio, value $460,766.

    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 128,625 shares
    Change vs previous 13F +16,998 shares

    <0.01% of the 13F portfolio, value $338,283.

    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 111,627 shares
    Change vs previous 13F +3,295 shares

    <0.01% of the 13F portfolio, value $274,603.

    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 108,332 shares
    Change vs previous 13F +69,923 shares

    <0.01% of the 13F portfolio, value $270,831.

    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 38,409 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $140,961.

    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).