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Disclosery

Creative Planning: REPL position timeline

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

Creative Planning held 174,164 REPL 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 174,164 shares
    Change vs previous 13F +125,083 shares

    <0.01% of the 13F portfolio, value $1,927,996.

    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 49,081 shares
    Change vs previous 13F +3,920 shares

    <0.01% of the 13F portfolio, value $375,470.

    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 45,161 shares
    Change vs previous 13F +23,969 shares

    <0.01% of the 13F portfolio, value $438,960.

    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 21,192 shares
    Change vs previous 13F +2,181 shares

    <0.01% of the 13F portfolio, value $88,793.

    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 19,011 shares
    Change vs previous 13F -4,704 shares

    <0.01% of the 13F portfolio, value $176,612.

    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 23,715 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $231,221.

    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 23,041 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $279,027.

    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 21,047 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,675.

    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).