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Disclosery

Creative Planning: TDOC position timeline

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

Creative Planning held 188,081 TDOC 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 188,081 shares
    Change vs previous 13F +1,893 shares

    <0.01% of the 13F portfolio, value $1,594,927.

    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 186,188 shares
    Change vs previous 13F +165,942 shares

    <0.01% of the 13F portfolio, value $1,014,725.

    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 20,246 shares
    Change vs previous 13F -321 shares

    <0.01% of the 13F portfolio, value $141,724.

    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 20,567 shares
    Change vs previous 13F +1,462 shares

    <0.01% of the 13F portfolio, value $158,983.

    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 19,105 shares
    Change vs previous 13F -52,991 shares

    <0.01% of the 13F portfolio, value $166,404.

    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 72,096 shares
    Change vs previous 13F -24,939 shares

    <0.01% of the 13F portfolio, value $573,883.

    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 97,035 shares
    Change vs previous 13F +32,910 shares

    <0.01% of the 13F portfolio, value $882,047.

    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 64,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $588,666.

    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).