Skip to content
Disclosery

Creative Planning: PTON position timeline

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

Creative Planning held 224,597 PTON 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 224,597 shares
    Change vs previous 13F +69,534 shares

    <0.01% of the 13F portfolio, value $1,327,369.

    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 155,063 shares
    Change vs previous 13F +111,610 shares

    <0.01% of the 13F portfolio, value $665,218.

    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 43,453 shares
    Change vs previous 13F -14,552 shares

    <0.01% of the 13F portfolio, value $267,670.

    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 58,005 shares
    Change vs previous 13F +16,680 shares

    <0.01% of the 13F portfolio, value $522,051.

    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 41,325 shares
    Change vs previous 13F +7,631 shares

    <0.01% of the 13F portfolio, value $286,802.

    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 33,694 shares
    Change vs previous 13F -4,501 shares

    <0.01% of the 13F portfolio, value $212,949.

    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 38,195 shares
    Change vs previous 13F +13,285 shares

    <0.01% of the 13F portfolio, value $332,296.

    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 24,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,579.

    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).