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Disclosery

Creative Planning: PII position timeline

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

Creative Planning held 127,162 PII 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 127,162 shares
    Change vs previous 13F +7,693 shares

    0.01% of the 13F portfolio, value $8,702,986.

    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 119,469 shares
    Change vs previous 13F +5,869 shares

    <0.01% of the 13F portfolio, value $6,511,037.

    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 113,600 shares
    Change vs previous 13F +8,308 shares

    0.01% of the 13F portfolio, value $7,185,230.

    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 105,292 shares
    Change vs previous 13F +14,290 shares

    <0.01% of the 13F portfolio, value $6,120,651.

    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 91,002 shares
    Change vs previous 13F -15,162 shares

    <0.01% of the 13F portfolio, value $3,699,212.

    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 106,164 shares
    Change vs previous 13F +38,573 shares

    <0.01% of the 13F portfolio, value $4,346,349.

    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 67,591 shares
    Change vs previous 13F -1,220 shares

    <0.01% of the 13F portfolio, value $3,894,575.

    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 68,811 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,727,794.

    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).