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Disclosery

Creative Planning: SPIP position timeline

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

Creative Planning held 28,335 SPIP 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 28,335 shares
    Change vs previous 13F -2,038 shares

    <0.01% of the 13F portfolio, value $727,636.

    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 30,373 shares
    Change vs previous 13F +8,540 shares

    <0.01% of the 13F portfolio, value $789,995.

    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 21,833 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $566,578.

    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 21,653 shares
    Change vs previous 13F -469 shares

    <0.01% of the 13F portfolio, value $569,806.

    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 22,122 shares
    Change vs previous 13F +793 shares

    <0.01% of the 13F portfolio, value $576,503.

    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 21,329 shares
    Change vs previous 13F -1,033 shares

    <0.01% of the 13F portfolio, value $562,658.

    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 22,362 shares
    Change vs previous 13F -2,753 shares

    <0.01% of the 13F portfolio, value $565,981.

    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 25,115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $660,035.

    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).