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Disclosery

Creative Planning: PTY position timeline

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

Creative Planning held 19,031 PTY 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 19,031 shares
    Change vs previous 13F -2,406 shares

    <0.01% of the 13F portfolio, value $228,939.

    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 21,437 shares
    Change vs previous 13F -2,904 shares

    <0.01% of the 13F portfolio, value $258,526.

    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 24,341 shares
    Change vs previous 13F +6,970 shares

    <0.01% of the 13F portfolio, value $313,996.

    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 17,371 shares
    Change vs previous 13F +3,059 shares

    <0.01% of the 13F portfolio, value $250,840.

    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 14,312 shares
    Change vs previous 13F -2,899 shares

    <0.01% of the 13F portfolio, value $199,083.

    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 17,211 shares
    Change vs previous 13F -1,505 shares

    <0.01% of the 13F portfolio, value $248,876.

    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 18,716 shares
    Change vs previous 13F -1,511 shares

    <0.01% of the 13F portfolio, value $268,947.

    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 20,227 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,060.

    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).