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Disclosery

Creative Planning: PEGA position timeline

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

Creative Planning held 96,179 PEGA 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 96,179 shares
    Change vs previous 13F +5,316 shares

    <0.01% of the 13F portfolio, value $2,882,488.

    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 90,863 shares
    Change vs previous 13F +61,060 shares

    <0.01% of the 13F portfolio, value $3,867,109.

    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 29,803 shares
    Change vs previous 13F +1,820 shares

    <0.01% of the 13F portfolio, value $1,779,845.

    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 27,983 shares
    Change vs previous 13F +10,455 shares

    <0.01% of the 13F portfolio, value $1,609,035.

    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 17,528 shares
    Change vs previous 13F +11,047 shares

    <0.01% of the 13F portfolio, value $948,792.

    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 6,481 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $450,560.

    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 4,702 shares
    Change vs previous 13F +937 shares

    <0.01% of the 13F portfolio, value $438,226.

    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 3,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,184.

    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).