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Disclosery

Creative Planning: SMA position timeline

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

Creative Planning held 15,911 SMA 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 15,911 shares
    Change vs previous 13F +5,369 shares

    <0.01% of the 13F portfolio, value $517,108.

    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 10,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,212.

    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).