Skip to content
Disclosery

Creative Planning: OPEN position timeline

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

Creative Planning held 37,020 OPEN 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 37,020 shares
    Change vs previous 13F -15,588 shares

    <0.01% of the 13F portfolio, value $171,034.

    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 52,608 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $246,204.

    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 52,964 shares
    Change vs previous 13F -36,755 shares

    <0.01% of the 13F portfolio, value $308,780.

    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 89,719 shares
    Change vs previous 13F +37,262 shares

    <0.01% of the 13F portfolio, value $715,061.

    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 52,457 shares
    Change vs previous 13F -29,551 shares

    <0.01% of the 13F portfolio, value $27,959.

    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 82,008 shares
    Change vs previous 13F +8,255 shares

    <0.01% of the 13F portfolio, value $83,648.

    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 73,753 shares
    Change vs previous 13F +21,197 shares

    <0.01% of the 13F portfolio, value $118,004.

    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 52,556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,111.

    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).