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Disclosery

Creative Planning: NBIS position timeline

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

Creative Planning held 39,025 NBIS 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 39,025 shares
    Change vs previous 13F +5,236 shares

    0.01% of the 13F portfolio, value $10,777,584.

    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 33,789 shares
    Change vs previous 13F +9,183 shares

    <0.01% of the 13F portfolio, value $3,505,926.

    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 24,606 shares
    Change vs previous 13F +9,247 shares

    <0.01% of the 13F portfolio, value $2,059,608.

    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 15,359 shares
    Change vs previous 13F +1,776 shares

    <0.01% of the 13F portfolio, value $1,724,355.

    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 13,583 shares
    Change vs previous 13F -8,583 shares

    <0.01% of the 13F portfolio, value $751,547.

    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 22,166 shares
    Change vs previous 13F +14,896 shares

    <0.01% of the 13F portfolio, value $467,924.

    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 7,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,379.

    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).