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Creative Planning: PRLB position timeline

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

Creative Planning held 12,369 PRLB 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 12,369 shares
    Change vs previous 13F +860 shares

    <0.01% of the 13F portfolio, value $1,008,197.

    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 11,509 shares
    Change vs previous 13F +2,315 shares

    <0.01% of the 13F portfolio, value $656,243.

    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 9,194 shares
    Change vs previous 13F +2,311 shares

    <0.01% of the 13F portfolio, value $465,124.

    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 6,883 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $344,356.

    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 6,314 shares
    Change vs previous 13F -5,902 shares

    <0.01% of the 13F portfolio, value $252,810.

    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 12,216 shares
    Change vs previous 13F +6,468 shares

    <0.01% of the 13F portfolio, value $428,046.

    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 5,748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,686.

    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).