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Disclosery

Creative Planning: PRTA position timeline

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

Creative Planning held 62,620 PRTA 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 62,620 shares
    Change vs previous 13F -10,366 shares

    <0.01% of the 13F portfolio, value $613,050.

    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 72,986 shares
    Change vs previous 13F +11,017 shares

    <0.01% of the 13F portfolio, value $709,424.

    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 61,969 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $591,804.

    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 64,140 shares
    Change vs previous 13F +13,571 shares

    <0.01% of the 13F portfolio, value $626,007.

    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 50,569 shares
    Change vs previous 13F +39,879 shares

    <0.01% of the 13F portfolio, value $306,954.

    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 10,690 shares
    Change vs previous 13F -5,371 shares

    <0.01% of the 13F portfolio, value $132,289.

    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 16,061 shares
    Change vs previous 13F -4,846 shares

    <0.01% of the 13F portfolio, value $222,445.

    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 20,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,774.

    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).