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Disclosery

Creative Planning: REGN position timeline

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

Creative Planning held 36,949 REGN 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 36,949 shares
    Change vs previous 13F -3,203 shares

    0.01% of the 13F portfolio, value $23,039,276.

    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 40,152 shares
    Change vs previous 13F +10,018 shares

    0.02% of the 13F portfolio, value $31,022,975.

    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 30,134 shares
    Change vs previous 13F +10,195 shares

    0.02% of the 13F portfolio, value $23,259,707.

    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 19,939 shares
    Change vs previous 13F +10,454 shares

    0.01% of the 13F portfolio, value $11,211,273.

    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 9,485 shares
    Change vs previous 13F -1,882 shares

    <0.01% of the 13F portfolio, value $4,979,923.

    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 11,367 shares
    Change vs previous 13F +1,209 shares

    0.01% of the 13F portfolio, value $7,208,987.

    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 10,158 shares
    Change vs previous 13F -1,635 shares

    0.01% of the 13F portfolio, value $7,235,751.

    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 11,793 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,397,050.

    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).