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Disclosery

Creative Planning: PGNY position timeline

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

Creative Planning held 96,672 PGNY 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 96,672 shares
    Change vs previous 13F +51,925 shares

    <0.01% of the 13F portfolio, value $2,787,054.

    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 44,747 shares
    Change vs previous 13F +10,187 shares

    <0.01% of the 13F portfolio, value $759,804.

    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 34,560 shares
    Change vs previous 13F +3,090 shares

    <0.01% of the 13F portfolio, value $887,501.

    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 31,470 shares
    Change vs previous 13F +8,009 shares

    <0.01% of the 13F portfolio, value $677,235.

    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 23,461 shares
    Change vs previous 13F -169 shares

    <0.01% of the 13F portfolio, value $516,142.

    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 23,630 shares
    Change vs previous 13F +6,836 shares

    <0.01% of the 13F portfolio, value $527,894.

    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 16,794 shares
    Change vs previous 13F +5,861 shares

    <0.01% of the 13F portfolio, value $289,697.

    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 10,933 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $183,237.

    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).