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Disclosery

Creative Planning: NU position timeline

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

Creative Planning held 644,045 NU 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 644,045 shares
    Change vs previous 13F +68,057 shares

    0.01% of the 13F portfolio, value $8,604,446.

    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 575,988 shares
    Change vs previous 13F -103,462 shares

    0.01% of the 13F portfolio, value $8,276,941.

    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 679,450 shares
    Change vs previous 13F +53,356 shares

    0.01% of the 13F portfolio, value $11,373,985.

    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 626,094 shares
    Change vs previous 13F -45,391 shares

    0.01% of the 13F portfolio, value $10,023,769.

    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 671,485 shares
    Change vs previous 13F +274,534 shares

    0.01% of the 13F portfolio, value $9,212,777.

    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 396,951 shares
    Change vs previous 13F -8,413 shares

    <0.01% of the 13F portfolio, value $4,064,780.

    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 405,364 shares
    Change vs previous 13F -440,273 shares

    <0.01% of the 13F portfolio, value $4,199,573.

    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 845,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,884,719.

    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).