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Disclosery

Creative Planning: SPTS position timeline

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

Creative Planning held 9,954 SPTS 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 9,954 shares
    Change vs previous 13F -2,977 shares

    <0.01% of the 13F portfolio, value $288,776.

    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 12,931 shares
    Change vs previous 13F +2,321 shares

    <0.01% of the 13F portfolio, value $377,327.

    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 10,610 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $310,671.

    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 10,524 shares
    Change vs previous 13F -21,850 shares

    <0.01% of the 13F portfolio, value $308,558.

    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 32,374 shares
    Change vs previous 13F -8,832 shares

    <0.01% of the 13F portfolio, value $948,234.

    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 41,206 shares
    Change vs previous 13F +18,810 shares

    <0.01% of the 13F portfolio, value $1,204,872.

    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 22,396 shares
    Change vs previous 13F -10,118 shares

    <0.01% of the 13F portfolio, value $649,717.

    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 32,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $956,237.

    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).