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Disclosery

Creative Planning: RBA position timeline

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

Creative Planning held 54,749 RBA 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 54,749 shares
    Change vs previous 13F +8,360 shares

    <0.01% of the 13F portfolio, value $6,375,478.

    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 46,389 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $4,446,369.

    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 45,592 shares
    Change vs previous 13F +1,213 shares

    <0.01% of the 13F portfolio, value $4,690,049.

    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 44,379 shares
    Change vs previous 13F +6,371 shares

    <0.01% of the 13F portfolio, value $4,808,914.

    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 38,008 shares
    Change vs previous 13F +5,357 shares

    <0.01% of the 13F portfolio, value $4,036,075.

    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 32,651 shares
    Change vs previous 13F +6,050 shares

    <0.01% of the 13F portfolio, value $3,274,895.

    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 26,601 shares
    Change vs previous 13F +6,790 shares

    <0.01% of the 13F portfolio, value $2,399,676.

    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 19,811 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,594,588.

    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).