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Disclosery

Creative Planning: SYF position timeline

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

Creative Planning held 68,032 SYF 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 68,032 shares
    Change vs previous 13F +980 shares

    <0.01% of the 13F portfolio, value $5,173,816.

    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 67,052 shares
    Change vs previous 13F +21,257 shares

    <0.01% of the 13F portfolio, value $4,560,859.

    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 45,795 shares
    Change vs previous 13F +5,323 shares

    <0.01% of the 13F portfolio, value $3,820,699.

    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 40,472 shares
    Change vs previous 13F +9,369 shares

    <0.01% of the 13F portfolio, value $2,875,540.

    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 31,103 shares
    Change vs previous 13F -2,533 shares

    <0.01% of the 13F portfolio, value $2,075,841.

    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 33,636 shares
    Change vs previous 13F +2,285 shares

    <0.01% of the 13F portfolio, value $1,780,704.

    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 31,351 shares
    Change vs previous 13F +1,287 shares

    <0.01% of the 13F portfolio, value $2,037,842.

    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 30,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,499,616.

    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).