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Creative Planning: SMMT position timeline

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

Creative Planning held 13,884 SMMT 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 13,884 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $202,290.

    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 13,597 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $257,799.

    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 12,811 shares
    Change vs previous 13F -2,679 shares

    <0.01% of the 13F portfolio, value $224,064.

    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 15,490 shares
    Change vs previous 13F -5,900 shares

    <0.01% of the 13F portfolio, value $320,023.

    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 21,390 shares
    Change vs previous 13F +1,336 shares

    <0.01% of the 13F portfolio, value $455,179.

    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 20,054 shares
    Change vs previous 13F +1,081 shares

    <0.01% of the 13F portfolio, value $386,842.

    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 18,973 shares
    Change vs previous 13F +3,340 shares

    <0.01% of the 13F portfolio, value $338,573.

    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 15,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,363.

    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).