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Disclosery

Creative Planning: QXO position timeline

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

Creative Planning held 87,474 QXO 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 87,474 shares
    Change vs previous 13F -6,404 shares

    <0.01% of the 13F portfolio, value $1,511,551.

    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 93,878 shares
    Change vs previous 13F +14,473 shares

    <0.01% of the 13F portfolio, value $1,823,111.

    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 79,405 shares
    Change vs previous 13F -660,709 shares

    <0.01% of the 13F portfolio, value $1,531,722.

    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 740,114 shares
    Change vs previous 13F +711,838 shares

    0.01% of the 13F portfolio, value $14,106,573.

    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 28,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $609,065.

    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).