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Disclosery

Creative Planning: SPHD position timeline

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

Creative Planning held 89,012 SPHD 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 89,012 shares
    Change vs previous 13F +768 shares

    <0.01% of the 13F portfolio, value $4,525,356.

    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 88,244 shares
    Change vs previous 13F +5,047 shares

    <0.01% of the 13F portfolio, value $4,377,800.

    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 83,197 shares
    Change vs previous 13F -1,211 shares

    <0.01% of the 13F portfolio, value $3,993,469.

    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 84,408 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $4,173,985.

    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 84,674 shares
    Change vs previous 13F -14,786 shares

    <0.01% of the 13F portfolio, value $4,027,075.

    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 99,460 shares
    Change vs previous 13F +89,555 shares

    <0.01% of the 13F portfolio, value $4,995,888.

    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 9,905 shares
    Change vs previous 13F -2,287 shares

    <0.01% of the 13F portfolio, value $478,497.

    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 12,192 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $616,531.

    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).