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Disclosery

Creative Planning: PAAS position timeline

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

Creative Planning held 50,768 PAAS 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 50,768 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $2,273,907.

    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 51,366 shares
    Change vs previous 13F +4,171 shares

    <0.01% of the 13F portfolio, value $2,806,126.

    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 47,195 shares
    Change vs previous 13F +2,188 shares

    <0.01% of the 13F portfolio, value $2,445,182.

    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 45,007 shares
    Change vs previous 13F +9,296 shares

    <0.01% of the 13F portfolio, value $1,743,114.

    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 35,711 shares
    Change vs previous 13F -1,593 shares

    <0.01% of the 13F portfolio, value $1,014,188.

    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 37,304 shares
    Change vs previous 13F -2,169 shares

    <0.01% of the 13F portfolio, value $963,573.

    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 39,473 shares
    Change vs previous 13F +6,469 shares

    <0.01% of the 13F portfolio, value $798,153.

    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 33,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $688,795.

    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).