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Disclosery

Creative Planning: PPC position timeline

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

Creative Planning held 74,654 PPC 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 74,654 shares
    Change vs previous 13F +39,465 shares

    <0.01% of the 13F portfolio, value $2,098,526.

    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 35,189 shares
    Change vs previous 13F -10,655 shares

    <0.01% of the 13F portfolio, value $1,328,740.

    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 45,844 shares
    Change vs previous 13F +16,322 shares

    <0.01% of the 13F portfolio, value $1,787,461.

    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 29,522 shares
    Change vs previous 13F +8,621 shares

    <0.01% of the 13F portfolio, value $1,202,136.

    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 20,901 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $940,125.

    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 21,021 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $1,145,855.

    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 20,002 shares
    Change vs previous 13F +1,137 shares

    <0.01% of the 13F portfolio, value $907,891.

    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 18,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $868,733.

    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).