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Disclosery

Creative Planning: PSA position timeline

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

Creative Planning held 30,471 PSA 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 30,471 shares
    Change vs previous 13F +4,325 shares

    0.01% of the 13F portfolio, value $9,699,124.

    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 26,146 shares
    Change vs previous 13F +2,279 shares

    <0.01% of the 13F portfolio, value $7,082,368.

    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 23,867 shares
    Change vs previous 13F -3,308 shares

    <0.01% of the 13F portfolio, value $6,193,564.

    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 27,175 shares
    Change vs previous 13F +2,065 shares

    0.01% of the 13F portfolio, value $7,849,543.

    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 25,110 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $7,367,867.

    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 24,042 shares
    Change vs previous 13F +1,474 shares

    0.01% of the 13F portfolio, value $7,195,581.

    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 22,568 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $6,757,678.

    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 21,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,999,582.

    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).