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Disclosery

Creative Planning: PI position timeline

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

Creative Planning held 19,053 PI 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 19,053 shares
    Change vs previous 13F +821 shares

    <0.01% of the 13F portfolio, value $2,728,961.

    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 18,232 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $1,872,426.

    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 19,185 shares
    Change vs previous 13F -1,823 shares

    <0.01% of the 13F portfolio, value $3,338,382.

    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 21,008 shares
    Change vs previous 13F -1,292 shares

    <0.01% of the 13F portfolio, value $3,797,196.

    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 22,300 shares
    Change vs previous 13F +2,169 shares

    <0.01% of the 13F portfolio, value $2,476,861.

    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 20,131 shares
    Change vs previous 13F +4,306 shares

    <0.01% of the 13F portfolio, value $1,825,882.

    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 15,825 shares
    Change vs previous 13F +3,779 shares

    <0.01% of the 13F portfolio, value $2,298,740.

    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 12,046 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,608,200.

    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).