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Disclosery

Creative Planning: NUMV position timeline

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

Creative Planning held 101,067 NUMV 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 101,067 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $4,395,404.

    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 100,641 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,901,852.

    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 100,641 shares
    Change vs previous 13F -358 shares

    <0.01% of the 13F portfolio, value $3,935,063.

    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 100,999 shares
    Change vs previous 13F -7,301 shares

    <0.01% of the 13F portfolio, value $3,907,611.

    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 108,300 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,904,215.

    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 108,300 shares
    Change vs previous 13F -1,688 shares

    <0.01% of the 13F portfolio, value $3,704,943.

    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 109,988 shares
    Change vs previous 13F -5,525 shares

    <0.01% of the 13F portfolio, value $3,828,682.

    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 115,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,255,499.

    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).