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Disclosery

Creative Planning: SUI position timeline

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

Creative Planning held 10,618 SUI 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 10,618 shares
    Change vs previous 13F -3,060 shares

    <0.01% of the 13F portfolio, value $1,273,201.

    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 13,678 shares
    Change vs previous 13F +2,700 shares

    <0.01% of the 13F portfolio, value $1,722,943.

    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 10,978 shares
    Change vs previous 13F -1,070 shares

    <0.01% of the 13F portfolio, value $1,360,256.

    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 12,048 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $1,554,249.

    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 11,796 shares
    Change vs previous 13F -1,370 shares

    <0.01% of the 13F portfolio, value $1,492,019.

    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 13,166 shares
    Change vs previous 13F +2,238 shares

    <0.01% of the 13F portfolio, value $1,693,705.

    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 10,928 shares
    Change vs previous 13F +1,437 shares

    <0.01% of the 13F portfolio, value $1,343,756.

    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 9,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,282,738.

    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).