Skip to content
Disclosery

Creative Planning: PCN position timeline

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

Creative Planning held 17,625 PCN 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 17,625 shares
    Change vs previous 13F -1,777 shares

    <0.01% of the 13F portfolio, value $210,617.

    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 19,402 shares
    Change vs previous 13F -5,500 shares

    <0.01% of the 13F portfolio, value $230,885.

    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 24,902 shares
    Change vs previous 13F +3,662 shares

    <0.01% of the 13F portfolio, value $317,755.

    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 21,240 shares
    Change vs previous 13F +8,066 shares

    <0.01% of the 13F portfolio, value $284,192.

    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 13,174 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $167,176.

    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 12,565 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $171,515.

    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 12,807 shares
    Change vs previous 13F +2,764 shares

    <0.01% of the 13F portfolio, value $171,872.

    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 10,043 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $142,507.

    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).