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Disclosery

Creative Planning: TALK position timeline

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

Creative Planning held 45,277 TALK 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 45,277 shares
    Change vs previous 13F -2,144 shares

    <0.01% of the 13F portfolio, value $235,441.

    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 47,421 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $245,405.

    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 41,997 shares
    Change vs previous 13F +5,584 shares

    <0.01% of the 13F portfolio, value $152,450.

    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 36,413 shares
    Change vs previous 13F -44,491 shares

    <0.01% of the 13F portfolio, value $100,501.

    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 80,904 shares
    Change vs previous 13F +15,881 shares

    <0.01% of the 13F portfolio, value $224,914.

    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 65,023 shares
    Change vs previous 13F -10,447 shares

    <0.01% of the 13F portfolio, value $166,459.

    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 75,470 shares
    Change vs previous 13F +49,084 shares

    <0.01% of the 13F portfolio, value $233,203.

    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 26,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,147.

    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).