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Disclosery

Creative Planning: ROAD position timeline

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

Creative Planning held 30,972 ROAD 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 30,972 shares
    Change vs previous 13F -1,517 shares

    <0.01% of the 13F portfolio, value $3,678,547.

    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 32,489 shares
    Change vs previous 13F +7,258 shares

    <0.01% of the 13F portfolio, value $3,610,165.

    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 25,231 shares
    Change vs previous 13F -1,835 shares

    <0.01% of the 13F portfolio, value $2,738,825.

    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 27,066 shares
    Change vs previous 13F +4,175 shares

    <0.01% of the 13F portfolio, value $3,437,382.

    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 22,891 shares
    Change vs previous 13F +6,091 shares

    <0.01% of the 13F portfolio, value $2,432,855.

    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 16,800 shares
    Change vs previous 13F +6,579 shares

    <0.01% of the 13F portfolio, value $1,207,416.

    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 10,221 shares
    Change vs previous 13F +3,161 shares

    <0.01% of the 13F portfolio, value $904,150.

    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 7,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $492,788.

    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).