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Disclosery

Creative Planning: SWIM position timeline

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

Creative Planning held 23,974 SWIM 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 23,974 shares
    Change vs previous 13F +3,755 shares

    <0.01% of the 13F portfolio, value $155,112.

    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 20,219 shares
    Change vs previous 13F +5,230 shares

    <0.01% of the 13F portfolio, value $108,576.

    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 14,989 shares
    Change vs previous 13F -2,613 shares

    <0.01% of the 13F portfolio, value $95,180.

    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 17,602 shares
    Change vs previous 13F +3,836 shares

    <0.01% of the 13F portfolio, value $133,951.

    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 13,766 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $87,827.

    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 13,703 shares
    Change vs previous 13F +2,163 shares

    <0.01% of the 13F portfolio, value $88,110.

    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 11,540 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $80,318.

    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 11,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,622.

    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).