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Disclosery

Creative Planning: NNI position timeline

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

Creative Planning held 12,914 NNI 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 12,914 shares
    Change vs previous 13F -1,865 shares

    <0.01% of the 13F portfolio, value $1,721,801.

    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 14,779 shares
    Change vs previous 13F +1,634 shares

    <0.01% of the 13F portfolio, value $1,905,867.

    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 13,145 shares
    Change vs previous 13F +2,318 shares

    <0.01% of the 13F portfolio, value $1,747,713.

    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 10,827 shares
    Change vs previous 13F +2,040 shares

    <0.01% of the 13F portfolio, value $1,357,489.

    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 8,787 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $1,064,281.

    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 9,157 shares
    Change vs previous 13F +2,815 shares

    <0.01% of the 13F portfolio, value $1,015,786.

    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 6,342 shares
    Change vs previous 13F +1,584 shares

    <0.01% of the 13F portfolio, value $677,389.

    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 4,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $538,987.

    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).