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Disclosery

Creative Planning: PNR position timeline

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

Creative Planning held 108,379 PNR 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 108,379 shares
    Change vs previous 13F +48,891 shares

    <0.01% of the 13F portfolio, value $8,308,321.

    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 59,488 shares
    Change vs previous 13F +21,157 shares

    <0.01% of the 13F portfolio, value $5,182,012.

    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 38,331 shares
    Change vs previous 13F -7,412 shares

    <0.01% of the 13F portfolio, value $3,991,820.

    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 45,743 shares
    Change vs previous 13F +20,674 shares

    <0.01% of the 13F portfolio, value $5,066,462.

    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 25,069 shares
    Change vs previous 13F +4,543 shares

    <0.01% of the 13F portfolio, value $2,573,563.

    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 20,526 shares
    Change vs previous 13F +509 shares

    <0.01% of the 13F portfolio, value $1,795,600.

    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 20,017 shares
    Change vs previous 13F +2,837 shares

    <0.01% of the 13F portfolio, value $2,014,467.

    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 17,180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,680,003.

    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).