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Disclosery

Creative Planning: STLA position timeline

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

Creative Planning held 296,119 STLA 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 296,119 shares
    Change vs previous 13F -235,343 shares

    <0.01% of the 13F portfolio, value $1,699,723.

    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 531,462 shares
    Change vs previous 13F +38,029 shares

    <0.01% of the 13F portfolio, value $3,768,067.

    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 493,433 shares
    Change vs previous 13F +184,447 shares

    <0.01% of the 13F portfolio, value $5,373,482.

    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 308,986 shares
    Change vs previous 13F +84,498 shares

    <0.01% of the 13F portfolio, value $2,885,925.

    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 224,488 shares
    Change vs previous 13F +89,105 shares

    <0.01% of the 13F portfolio, value $2,251,612.

    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 135,383 shares
    Change vs previous 13F -55,848 shares

    <0.01% of the 13F portfolio, value $1,517,640.

    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 191,231 shares
    Change vs previous 13F +77,525 shares

    <0.01% of the 13F portfolio, value $2,495,565.

    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 113,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,597,576.

    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).