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Disclosery

Creative Planning: SONO position timeline

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

Creative Planning held 79,898 SONO 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 79,898 shares
    Change vs previous 13F +5,051 shares

    <0.01% of the 13F portfolio, value $1,081,013.

    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 74,847 shares
    Change vs previous 13F -16,332 shares

    <0.01% of the 13F portfolio, value $1,002,943.

    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 91,179 shares
    Change vs previous 13F +31,798 shares

    <0.01% of the 13F portfolio, value $1,601,094.

    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 59,381 shares
    Change vs previous 13F +16,023 shares

    <0.01% of the 13F portfolio, value $938,212.

    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 43,358 shares
    Change vs previous 13F +21,915 shares

    <0.01% of the 13F portfolio, value $468,697.

    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 21,443 shares
    Change vs previous 13F -9,603 shares

    <0.01% of the 13F portfolio, value $228,794.

    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 31,046 shares
    Change vs previous 13F +1,558 shares

    <0.01% of the 13F portfolio, value $466,928.

    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 29,488 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,408.

    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).