Skip to content
Disclosery

Creative Planning: NYF position timeline

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

Creative Planning held 144,788 NYF 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 144,788 shares
    Change vs previous 13F +13,503 shares

    <0.01% of the 13F portfolio, value $7,804,821.

    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 131,285 shares
    Change vs previous 13F +61,023 shares

    <0.01% of the 13F portfolio, value $6,973,835.

    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 70,262 shares
    Change vs previous 13F +1,548 shares

    <0.01% of the 13F portfolio, value $3,759,722.

    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 68,714 shares
    Change vs previous 13F +488 shares

    <0.01% of the 13F portfolio, value $3,665,901.

    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 68,226 shares
    Change vs previous 13F +15,970 shares

    <0.01% of the 13F portfolio, value $3,557,316.

    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 52,256 shares
    Change vs previous 13F +9,845 shares

    <0.01% of the 13F portfolio, value $2,751,263.

    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 42,411 shares
    Change vs previous 13F +19,847 shares

    <0.01% of the 13F portfolio, value $2,257,118.

    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 22,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,225,900.

    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).