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Disclosery

Creative Planning: PFSI position timeline

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

Creative Planning held 9,616 PFSI 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 9,616 shares
    Change vs previous 13F -5,015 shares

    <0.01% of the 13F portfolio, value $837,556.

    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 14,631 shares
    Change vs previous 13F -3,490 shares

    <0.01% of the 13F portfolio, value $1,278,744.

    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 18,121 shares
    Change vs previous 13F +3,835 shares

    <0.01% of the 13F portfolio, value $2,389,093.

    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 14,286 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $1,769,769.

    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 13,495 shares
    Change vs previous 13F +6,374 shares

    <0.01% of the 13F portfolio, value $1,344,657.

    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 7,121 shares
    Change vs previous 13F +1,350 shares

    <0.01% of the 13F portfolio, value $712,883.

    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 5,771 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $589,450.

    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 5,856 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $667,408.

    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).