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Disclosery

Creative Planning: PAG position timeline

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

Creative Planning held 17,729 PAG 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 17,729 shares
    Change vs previous 13F +7,338 shares

    <0.01% of the 13F portfolio, value $3,172,663.

    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 10,391 shares
    Change vs previous 13F -762 shares

    <0.01% of the 13F portfolio, value $1,553,693.

    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 11,153 shares
    Change vs previous 13F +2,733 shares

    <0.01% of the 13F portfolio, value $1,765,424.

    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 8,420 shares
    Change vs previous 13F +1,984 shares

    <0.01% of the 13F portfolio, value $1,464,312.

    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 6,436 shares
    Change vs previous 13F +3,065 shares

    <0.01% of the 13F portfolio, value $1,105,711.

    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 3,371 shares
    Change vs previous 13F +872 shares

    <0.01% of the 13F portfolio, value $485,344.

    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 2,499 shares
    Change vs previous 13F +679 shares

    <0.01% of the 13F portfolio, value $380,934.

    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 1,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,632.

    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).