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Disclosery

Creative Planning: SNDX position timeline

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

Creative Planning held 23,415 SNDX 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 23,415 shares
    Change vs previous 13F -8,487 shares

    <0.01% of the 13F portfolio, value $511,852.

    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 31,902 shares
    Change vs previous 13F +7,191 shares

    <0.01% of the 13F portfolio, value $745,231.

    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 24,711 shares
    Change vs previous 13F +6,741 shares

    <0.01% of the 13F portfolio, value $519,178.

    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 17,970 shares
    Change vs previous 13F +2,526 shares

    <0.01% of the 13F portfolio, value $276,469.

    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 15,444 shares
    Change vs previous 13F -26,082 shares

    <0.01% of the 13F portfolio, value $144,633.

    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 41,526 shares
    Change vs previous 13F +27,051 shares

    <0.01% of the 13F portfolio, value $510,149.

    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 14,475 shares
    Change vs previous 13F -2,023 shares

    <0.01% of the 13F portfolio, value $191,360.

    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 16,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,587.

    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).