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Disclosery

Creative Planning: PRM position timeline

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

Creative Planning held 60,981 PRM 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 60,981 shares
    Change vs previous 13F +12,500 shares

    <0.01% of the 13F portfolio, value $2,173,972.

    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 48,481 shares
    Change vs previous 13F -15,013 shares

    <0.01% of the 13F portfolio, value $1,183,906.

    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 63,494 shares
    Change vs previous 13F +21,482 shares

    <0.01% of the 13F portfolio, value $1,747,990.

    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 42,012 shares
    Change vs previous 13F +5,960 shares

    <0.01% of the 13F portfolio, value $940,649.

    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 36,052 shares
    Change vs previous 13F -4,520 shares

    <0.01% of the 13F portfolio, value $501,844.

    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 40,572 shares
    Change vs previous 13F +1,929 shares

    <0.01% of the 13F portfolio, value $408,560.

    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 38,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $493,858.

    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).