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Disclosery

Creative Planning: R position timeline

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

Creative Planning held 37,650 R 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 37,650 shares
    Change vs previous 13F +2,121 shares

    0.01% of the 13F portfolio, value $9,930,835.

    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 35,529 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $7,273,162.

    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 33,036 shares
    Change vs previous 13F -2,211 shares

    <0.01% of the 13F portfolio, value $6,322,796.

    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 35,247 shares
    Change vs previous 13F +8,968 shares

    0.01% of the 13F portfolio, value $6,649,022.

    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 26,279 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $4,178,313.

    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 26,213 shares
    Change vs previous 13F +1,005 shares

    <0.01% of the 13F portfolio, value $3,769,706.

    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 25,208 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $3,954,197.

    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 25,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,677,038.

    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).