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Disclosery

Creative Planning: PLMR position timeline

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

Creative Planning held 16,168 PLMR 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 16,168 shares
    Change vs previous 13F -2,498 shares

    <0.01% of the 13F portfolio, value $2,043,473.

    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 18,666 shares
    Change vs previous 13F -433 shares

    <0.01% of the 13F portfolio, value $2,230,587.

    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 19,099 shares
    Change vs previous 13F +8,337 shares

    <0.01% of the 13F portfolio, value $2,573,781.

    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 10,762 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $1,256,464.

    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 11,668 shares
    Change vs previous 13F +4,182 shares

    <0.01% of the 13F portfolio, value $1,799,789.

    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 7,486 shares
    Change vs previous 13F +3,438 shares

    <0.01% of the 13F portfolio, value $1,026,181.

    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 4,048 shares
    Change vs previous 13F +808 shares

    <0.01% of the 13F portfolio, value $427,429.

    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 3,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,730.

    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).