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Disclosery

Creative Planning: PRF position timeline

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

Creative Planning held 296,645 PRF 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 296,645 shares
    Change vs previous 13F +21,863 shares

    0.01% of the 13F portfolio, value $16,027,752.

    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 274,782 shares
    Change vs previous 13F +9,896 shares

    0.01% of the 13F portfolio, value $13,060,389.

    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 264,886 shares
    Change vs previous 13F +58,854 shares

    0.01% of the 13F portfolio, value $12,428,448.

    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 206,032 shares
    Change vs previous 13F +7,550 shares

    0.01% of the 13F portfolio, value $9,314,706.

    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 198,482 shares
    Change vs previous 13F -2,732 shares

    0.01% of the 13F portfolio, value $8,389,840.

    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 201,214 shares
    Change vs previous 13F +20,022 shares

    0.01% of the 13F portfolio, value $8,131,063.

    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 181,192 shares
    Change vs previous 13F +5,499 shares

    0.01% of the 13F portfolio, value $7,309,300.

    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 175,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,138,424.

    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).