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Disclosery

Creative Planning: SUB position timeline

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

Creative Planning held 2,954,555 SUB 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 2,954,555 shares
    Change vs previous 13F +49,703 shares

    0.18% of the 13F portfolio, value $314,571,453.

    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 2,904,852 shares
    Change vs previous 13F +91,413 shares

    0.21% of the 13F portfolio, value $309,366,717.

    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 2,813,439 shares
    Change vs previous 13F +59,945 shares

    0.21% of the 13F portfolio, value $300,193,913.

    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 2,753,494 shares
    Change vs previous 13F +117,059 shares

    0.22% of the 13F portfolio, value $294,018,070.

    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 2,636,435 shares
    Change vs previous 13F +70,762 shares

    0.24% of the 13F portfolio, value $280,358,538.

    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 2,565,673 shares
    Change vs previous 13F +10,464 shares

    0.25% of the 13F portfolio, value $270,935,025.

    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 2,555,209 shares
    Change vs previous 13F +68,792 shares

    0.26% of the 13F portfolio, value $269,523,426.

    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 2,486,417 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $264,032,618.

    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).