Skip to content
Disclosery

Creative Planning: REG position timeline

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

Creative Planning held 240,563 REG 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 240,563 shares
    Change vs previous 13F +85,371 shares

    0.01% of the 13F portfolio, value $19,182,482.

    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 155,192 shares
    Change vs previous 13F +90,737 shares

    0.01% of the 13F portfolio, value $11,741,823.

    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 64,455 shares
    Change vs previous 13F +26,539 shares

    <0.01% of the 13F portfolio, value $4,449,311.

    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 37,916 shares
    Change vs previous 13F +22,893 shares

    <0.01% of the 13F portfolio, value $2,764,106.

    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 15,023 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $1,070,086.

    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 14,691 shares
    Change vs previous 13F -2,871 shares

    <0.01% of the 13F portfolio, value $1,083,634.

    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 17,562 shares
    Change vs previous 13F +4,286 shares

    <0.01% of the 13F portfolio, value $1,298,384.

    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 13,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $958,928.

    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).