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Disclosery

Creative Planning: PLUG position timeline

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

Creative Planning held 582,163 PLUG 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 582,163 shares
    Change vs previous 13F +135,162 shares

    <0.01% of the 13F portfolio, value $1,577,662.

    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 447,001 shares
    Change vs previous 13F +165,121 shares

    <0.01% of the 13F portfolio, value $1,010,223.

    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 281,880 shares
    Change vs previous 13F +43,371 shares

    <0.01% of the 13F portfolio, value $555,304.

    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 238,509 shares
    Change vs previous 13F +108,023 shares

    <0.01% of the 13F portfolio, value $555,726.

    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 130,486 shares
    Change vs previous 13F -21,248 shares

    <0.01% of the 13F portfolio, value $194,485.

    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 151,734 shares
    Change vs previous 13F +16,212 shares

    <0.01% of the 13F portfolio, value $204,841.

    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 135,522 shares
    Change vs previous 13F +19,908 shares

    <0.01% of the 13F portfolio, value $288,663.

    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 115,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,288.

    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).