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Disclosery

Creative Planning: SE position timeline

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

Creative Planning held 97,703 SE 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 97,703 shares
    Change vs previous 13F +33,752 shares

    0.01% of the 13F portfolio, value $9,362,861.

    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 63,951 shares
    Change vs previous 13F +10,483 shares

    <0.01% of the 13F portfolio, value $5,295,785.

    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 53,468 shares
    Change vs previous 13F -2,953 shares

    <0.01% of the 13F portfolio, value $6,820,943.

    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 56,421 shares
    Change vs previous 13F +6,528 shares

    0.01% of the 13F portfolio, value $10,084,151.

    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 49,893 shares
    Change vs previous 13F +963 shares

    0.01% of the 13F portfolio, value $7,979,963.

    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 48,930 shares
    Change vs previous 13F +8,406 shares

    0.01% of the 13F portfolio, value $6,384,915.

    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 40,524 shares
    Change vs previous 13F +7,158 shares

    <0.01% of the 13F portfolio, value $4,299,644.

    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 33,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,145,725.

    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).