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Disclosery

Creative Planning: ROL position timeline

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

Creative Planning held 32,709 ROL 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 32,709 shares
    Change vs previous 13F -16,003 shares

    <0.01% of the 13F portfolio, value $1,365,272.

    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 48,712 shares
    Change vs previous 13F -28,996 shares

    <0.01% of the 13F portfolio, value $2,601,714.

    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 77,708 shares
    Change vs previous 13F +23,302 shares

    <0.01% of the 13F portfolio, value $4,664,029.

    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 54,406 shares
    Change vs previous 13F +18,201 shares

    <0.01% of the 13F portfolio, value $3,195,808.

    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 36,205 shares
    Change vs previous 13F +11,130 shares

    <0.01% of the 13F portfolio, value $2,042,686.

    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 25,075 shares
    Change vs previous 13F +4,232 shares

    <0.01% of the 13F portfolio, value $1,354,802.

    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 20,843 shares
    Change vs previous 13F -2,326 shares

    <0.01% of the 13F portfolio, value $966,073.

    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 23,169 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,171,870.

    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).