Skip to content
Disclosery

Creative Planning: PEN position timeline

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

Creative Planning held 3,450 PEN 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 3,450 shares
    Change vs previous 13F -640 shares

    <0.01% of the 13F portfolio, value $1,089,338.

    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 4,090 shares
    Change vs previous 13F +2,516 shares

    <0.01% of the 13F portfolio, value $1,343,033.

    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 ended2024-09-30
    13F 1,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,844.

    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).