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Disclosery

Creative Planning: STEP position timeline

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

Creative Planning held 17,615 STEP 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 17,615 shares
    Change vs previous 13F -6,946 shares

    <0.01% of the 13F portfolio, value $728,558.

    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 24,561 shares
    Change vs previous 13F -25,587 shares

    <0.01% of the 13F portfolio, value $1,172,051.

    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 50,148 shares
    Change vs previous 13F +5,720 shares

    <0.01% of the 13F portfolio, value $3,218,000.

    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 44,428 shares
    Change vs previous 13F +8,258 shares

    <0.01% of the 13F portfolio, value $2,901,609.

    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 36,170 shares
    Change vs previous 13F +3,524 shares

    <0.01% of the 13F portfolio, value $2,007,449.

    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 32,646 shares
    Change vs previous 13F +6,999 shares

    <0.01% of the 13F portfolio, value $1,705,101.

    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 25,647 shares
    Change vs previous 13F +3,100 shares

    <0.01% of the 13F portfolio, value $1,484,448.

    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 22,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,281,346.

    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).