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Creative Planning: SVM position timeline

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

Creative Planning held 44,464 SVM 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 44,464 shares
    Change vs previous 13F +10,850 shares

    <0.01% of the 13F portfolio, value $449,085.

    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 33,614 shares
    Change vs previous 13F -3,501 shares

    <0.01% of the 13F portfolio, value $361,013.

    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 37,115 shares
    Change vs previous 13F -938 shares

    <0.01% of the 13F portfolio, value $309,538.

    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 38,053 shares
    Change vs previous 13F +5,829 shares

    <0.01% of the 13F portfolio, value $240,497.

    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 32,224 shares
    Change vs previous 13F +1,149 shares

    <0.01% of the 13F portfolio, value $135,986.

    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 31,075 shares
    Change vs previous 13F -10,466 shares

    <0.01% of the 13F portfolio, value $120,260.

    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 41,541 shares
    Change vs previous 13F -5,693 shares

    <0.01% of the 13F portfolio, value $124,623.

    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 47,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,413.

    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).