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Disclosery

Creative Planning: RTH position timeline

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

Creative Planning held 3,870 RTH 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 3,870 shares
    Change vs previous 13F -1,524 shares

    <0.01% of the 13F portfolio, value $989,608.

    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 5,394 shares
    Change vs previous 13F -288 shares

    <0.01% of the 13F portfolio, value $1,353,197.

    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 5,682 shares
    Change vs previous 13F -1,709 shares

    <0.01% of the 13F portfolio, value $1,417,552.

    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 7,391 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $1,854,459.

    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 7,897 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $1,884,766.

    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 7,953 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $1,795,613.

    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 6,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,447,564.

    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).