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Disclosery

Creative Planning: PATK position timeline

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

Creative Planning held 10,372 PATK 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 10,372 shares
    Change vs previous 13F -10,018 shares

    <0.01% of the 13F portfolio, value $931,198.

    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 20,390 shares
    Change vs previous 13F +6,742 shares

    <0.01% of the 13F portfolio, value $2,264,717.

    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 13,648 shares
    Change vs previous 13F +6,345 shares

    <0.01% of the 13F portfolio, value $1,479,853.

    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 7,303 shares
    Change vs previous 13F +3,458 shares

    <0.01% of the 13F portfolio, value $755,349.

    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 3,845 shares
    Change vs previous 13F -4,135 shares

    <0.01% of the 13F portfolio, value $354,778.

    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 7,980 shares
    Change vs previous 13F +4,152 shares

    <0.01% of the 13F portfolio, value $674,789.

    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 3,828 shares
    Change vs previous 13F +1,462 shares

    <0.01% of the 13F portfolio, value $318,030.

    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 2,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,847.

    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).