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Disclosery

Creative Planning: PTGX position timeline

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

Creative Planning held 56,185 PTGX 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 56,185 shares
    Change vs previous 13F +8,214 shares

    <0.01% of the 13F portfolio, value $6,887,145.

    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 47,971 shares
    Change vs previous 13F +6,717 shares

    <0.01% of the 13F portfolio, value $5,056,133.

    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 41,254 shares
    Change vs previous 13F +5,040 shares

    <0.01% of the 13F portfolio, value $3,603,116.

    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 36,214 shares
    Change vs previous 13F +6,010 shares

    <0.01% of the 13F portfolio, value $2,405,696.

    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 30,204 shares
    Change vs previous 13F +12,871 shares

    <0.01% of the 13F portfolio, value $1,669,375.

    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 17,333 shares
    Change vs previous 13F +10,885 shares

    <0.01% of the 13F portfolio, value $838,224.

    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 6,448 shares
    Change vs previous 13F -1,056 shares

    <0.01% of the 13F portfolio, value $248,893.

    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 7,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $337,680.

    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).