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Disclosery

Creative Planning: QLD position timeline

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

Creative Planning held 88,309 QLD 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 88,309 shares
    Change vs previous 13F +2,873 shares

    <0.01% of the 13F portfolio, value $8,544,814.

    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 85,436 shares
    Change vs previous 13F -46,778 shares

    <0.01% of the 13F portfolio, value $5,211,613.

    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 132,214 shares
    Change vs previous 13F +98,916 shares

    0.01% of the 13F portfolio, value $9,309,218.

    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 33,298 shares
    Change vs previous 13F +364 shares

    <0.01% of the 13F portfolio, value $4,568,480.

    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 32,934 shares
    Change vs previous 13F -7,773 shares

    <0.01% of the 13F portfolio, value $3,876,692.

    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 40,707 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $3,618,044.

    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 40,411 shares
    Change vs previous 13F -14,280 shares

    <0.01% of the 13F portfolio, value $4,374,111.

    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 54,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,507,407.

    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).