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Disclosery

Creative Planning: PTC position timeline

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

Creative Planning held 14,348 PTC 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 14,348 shares
    Change vs previous 13F -9,788 shares

    <0.01% of the 13F portfolio, value $1,630,021.

    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 24,136 shares
    Change vs previous 13F +6,757 shares

    <0.01% of the 13F portfolio, value $3,439,204.

    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 17,379 shares
    Change vs previous 13F -2,149 shares

    <0.01% of the 13F portfolio, value $3,027,569.

    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 19,528 shares
    Change vs previous 13F +5,202 shares

    <0.01% of the 13F portfolio, value $3,964,536.

    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 14,326 shares
    Change vs previous 13F +5,861 shares

    <0.01% of the 13F portfolio, value $2,468,900.

    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 8,465 shares
    Change vs previous 13F +2,009 shares

    <0.01% of the 13F portfolio, value $1,311,641.

    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 6,456 shares
    Change vs previous 13F +1,434 shares

    <0.01% of the 13F portfolio, value $1,187,149.

    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 5,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $907,229.

    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).