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Disclosery

Creative Planning: PCT position timeline

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

Creative Planning held 17,277 PCT 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 17,277 shares
    Change vs previous 13F -663 shares

    <0.01% of the 13F portfolio, value $140,116.

    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 17,940 shares
    Change vs previous 13F -1,084 shares

    <0.01% of the 13F portfolio, value $93,109.

    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 19,024 shares
    Change vs previous 13F +5,733 shares

    <0.01% of the 13F portfolio, value $163,416.

    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 13,291 shares
    Change vs previous 13F -15,649 shares

    <0.01% of the 13F portfolio, value $174,777.

    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 28,940 shares
    Change vs previous 13F -2,619 shares

    <0.01% of the 13F portfolio, value $396,478.

    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 31,559 shares
    Change vs previous 13F +4,520 shares

    <0.01% of the 13F portfolio, value $218,388.

    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 27,039 shares
    Change vs previous 13F -13,087 shares

    <0.01% of the 13F portfolio, value $277,150.

    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 40,126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,197.

    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).