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Disclosery

Creative Planning: PDLB position timeline

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

Creative Planning held 26,433 PDLB 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 26,433 shares
    Change vs previous 13F +2,272 shares

    <0.01% of the 13F portfolio, value $527,074.

    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 24,161 shares
    Change vs previous 13F +7,329 shares

    <0.01% of the 13F portfolio, value $403,730.

    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 16,832 shares
    Change vs previous 13F +2,991 shares

    <0.01% of the 13F portfolio, value $275,197.

    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 13,841 shares
    Change vs previous 13F +402 shares

    <0.01% of the 13F portfolio, value $203,463.

    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 13,439 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $185,996.

    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 13,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $171,577.

    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).