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Disclosery

Creative Planning: QDF position timeline

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

Creative Planning held 13,282 QDF 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 13,282 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $1,194,347.

    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 12,922 shares
    Change vs previous 13F -1,726 shares

    <0.01% of the 13F portfolio, value $1,022,040.

    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 14,648 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $1,183,743.

    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 13,781 shares
    Change vs previous 13F +658 shares

    <0.01% of the 13F portfolio, value $1,094,233.

    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 13,123 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $960,357.

    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 13,134 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $897,832.

    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 12,881 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $908,757.

    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 12,781 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $916,497.

    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).