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Disclosery

Creative Planning: ROG position timeline

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

Creative Planning held 48,600 ROG 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 48,600 shares
    Change vs previous 13F +4,872 shares

    <0.01% of the 13F portfolio, value $7,957,224.

    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 43,728 shares
    Change vs previous 13F +8,031 shares

    <0.01% of the 13F portfolio, value $4,693,291.

    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 35,697 shares
    Change vs previous 13F -720 shares

    <0.01% of the 13F portfolio, value $3,268,772.

    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 36,417 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $2,930,092.

    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 36,505 shares
    Change vs previous 13F +10,246 shares

    <0.01% of the 13F portfolio, value $2,499,863.

    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 26,259 shares
    Change vs previous 13F +16,983 shares

    <0.01% of the 13F portfolio, value $1,773,270.

    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 9,276 shares
    Change vs previous 13F +3,745 shares

    <0.01% of the 13F portfolio, value $942,535.

    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 5,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,058.

    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).