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Disclosery

Creative Planning: SPTM position timeline

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

Creative Planning held 4,244,480 SPTM 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 4,244,480 shares
    Change vs previous 13F +118,053 shares

    0.23% of the 13F portfolio, value $385,356,314.

    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 4,126,427 shares
    Change vs previous 13F +919,353 shares

    0.22% of the 13F portfolio, value $326,235,279.

    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 3,207,074 shares
    Change vs previous 13F +189,915 shares

    0.19% of the 13F portfolio, value $264,583,605.

    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 3,017,159 shares
    Change vs previous 13F +46,187 shares

    0.19% of the 13F portfolio, value $243,333,901.

    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 2,970,972 shares
    Change vs previous 13F +1,158,184 shares

    0.19% of the 13F portfolio, value $222,496,116.

    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 1,812,788 shares
    Change vs previous 13F +1,482,129 shares

    0.12% of the 13F portfolio, value $123,287,699.

    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 330,659 shares
    Change vs previous 13F +189,852 shares

    0.02% of the 13F portfolio, value $23,618,970.

    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 140,807 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,864,936.

    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).