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Disclosery

Creative Planning: SPTL position timeline

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

Creative Planning held 9,394 SPTL 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 9,394 shares
    Change vs previous 13F -1,294 shares

    <0.01% of the 13F portfolio, value $246,398.

    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 10,688 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $281,106.

    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 10,701 shares
    Change vs previous 13F +2,706 shares

    <0.01% of the 13F portfolio, value $283,267.

    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 7,995 shares
    Change vs previous 13F -2,436 shares

    <0.01% of the 13F portfolio, value $215,460.

    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 10,431 shares
    Change vs previous 13F -2,398 shares

    <0.01% of the 13F portfolio, value $277,261.

    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 12,829 shares
    Change vs previous 13F -1,420 shares

    <0.01% of the 13F portfolio, value $349,707.

    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 14,249 shares
    Change vs previous 13F +5,208 shares

    <0.01% of the 13F portfolio, value $373,168.

    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 9,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,829.

    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).