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Disclosery

Creative Planning: PRG position timeline

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

Creative Planning held 316,224 PRG 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 316,224 shares
    Change vs previous 13F +140,564 shares

    0.01% of the 13F portfolio, value $14,739,201.

    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 175,660 shares
    Change vs previous 13F +67,717 shares

    <0.01% of the 13F portfolio, value $5,039,685.

    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 107,943 shares
    Change vs previous 13F +68,158 shares

    <0.01% of the 13F portfolio, value $3,183,239.

    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 39,785 shares
    Change vs previous 13F +25,370 shares

    <0.01% of the 13F portfolio, value $1,287,443.

    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 14,415 shares
    Change vs previous 13F +4,686 shares

    <0.01% of the 13F portfolio, value $423,080.

    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 9,729 shares
    Change vs previous 13F +3,776 shares

    <0.01% of the 13F portfolio, value $258,791.

    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 5,953 shares
    Change vs previous 13F -3,065 shares

    <0.01% of the 13F portfolio, value $251,574.

    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 9,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $437,283.

    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).