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Disclosery

Creative Planning: PB position timeline

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

Creative Planning held 252,746 PB 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 252,746 shares
    Change vs previous 13F +84,230 shares

    0.01% of the 13F portfolio, value $18,458,062.

    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 168,516 shares
    Change vs previous 13F +38,027 shares

    0.01% of the 13F portfolio, value $11,320,927.

    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 130,489 shares
    Change vs previous 13F +88,868 shares

    0.01% of the 13F portfolio, value $9,018,118.

    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 41,621 shares
    Change vs previous 13F +33,871 shares

    <0.01% of the 13F portfolio, value $2,761,575.

    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 7,750 shares
    Change vs previous 13F +3,578 shares

    <0.01% of the 13F portfolio, value $544,360.

    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 4,172 shares
    Change vs previous 13F -203 shares

    <0.01% of the 13F portfolio, value $297,756.

    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 4,375 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $329,657.

    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 3,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,722.

    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).