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Disclosery

Creative Planning: S position timeline

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

Creative Planning held 315,067 S 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 315,067 shares
    Change vs previous 13F +103,414 shares

    <0.01% of the 13F portfolio, value $5,346,683.

    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 211,653 shares
    Change vs previous 13F +122,777 shares

    <0.01% of the 13F portfolio, value $2,726,088.

    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 88,876 shares
    Change vs previous 13F +31,881 shares

    <0.01% of the 13F portfolio, value $1,333,138.

    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 56,995 shares
    Change vs previous 13F +27,168 shares

    <0.01% of the 13F portfolio, value $1,003,682.

    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 29,827 shares
    Change vs previous 13F +2,424 shares

    <0.01% of the 13F portfolio, value $545,237.

    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 27,403 shares
    Change vs previous 13F +2,471 shares

    <0.01% of the 13F portfolio, value $498,187.

    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 24,932 shares
    Change vs previous 13F +1,344 shares

    <0.01% of the 13F portfolio, value $553,490.

    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 23,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,225.

    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).