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Disclosery

Creative Planning: TEM position timeline

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

Creative Planning held 9,478 TEM 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 9,478 shares
    Change vs previous 13F -884 shares

    <0.01% of the 13F portfolio, value $549,045.

    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 10,362 shares
    Change vs previous 13F +2,022 shares

    <0.01% of the 13F portfolio, value $468,585.

    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 8,340 shares
    Change vs previous 13F -821 shares

    <0.01% of the 13F portfolio, value $492,484.

    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 9,161 shares
    Change vs previous 13F +851 shares

    <0.01% of the 13F portfolio, value $739,359.

    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 8,310 shares
    Change vs previous 13F -10,449 shares

    <0.01% of the 13F portfolio, value $528,039.

    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 18,759 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $904,934.

    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).