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Disclosery

Creative Planning: PSEC position timeline

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

Creative Planning held 46,845 PSEC 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 46,845 shares
    Change vs previous 13F -135,508 shares

    <0.01% of the 13F portfolio, value $108,212.

    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 182,353 shares
    Change vs previous 13F -13,714 shares

    <0.01% of the 13F portfolio, value $475,941.

    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 196,067 shares
    Change vs previous 13F +6,731 shares

    <0.01% of the 13F portfolio, value $507,814.

    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 189,336 shares
    Change vs previous 13F +872 shares

    <0.01% of the 13F portfolio, value $520,673.

    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 188,464 shares
    Change vs previous 13F +24,539 shares

    <0.01% of the 13F portfolio, value $599,316.

    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 163,925 shares
    Change vs previous 13F -5,781 shares

    <0.01% of the 13F portfolio, value $672,092.

    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 169,706 shares
    Change vs previous 13F +903 shares

    <0.01% of the 13F portfolio, value $731,434.

    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 168,803 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $903,096.

    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).