Creative Planning: NNN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on NNN, newest first. How the timeline and the estimate are built.
Creative Planning held 618,874 NNN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 618,874 sharesChange vs previous 13F +166,340 shares
0.02% of the 13F portfolio, value $28,796,214.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 452,534 sharesChange vs previous 13F +244,740 shares
0.01% of the 13F portfolio, value $19,020,023.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 207,794 sharesChange vs previous 13F +63,014 shares
0.01% of the 13F portfolio, value $8,234,859.
13F-HR 0001540235-26-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 144,780 sharesChange vs previous 13F +89,228 shares
<0.01% of the 13F portfolio, value $6,163,286.
13F-HR 0001540235-25-000008 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,552 sharesChange vs previous 13F -4,970 shares
<0.01% of the 13F portfolio, value $2,398,740.
13F-HR 0001540235-25-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 60,522 sharesChange vs previous 13F +5,269 shares
<0.01% of the 13F portfolio, value $2,581,280.
13F-HR 0001540235-25-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,253 sharesChange vs previous 13F +16,003 shares
<0.01% of the 13F portfolio, value $2,257,102.
13F-HR 0001540235-25-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,250 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,903,230.
13F-HR 0001540235-24-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).