Skip to content

Creative Planning: TK position timeline

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

Creative Planning held 31,692 TK 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 31,692 shares
    Change vs previous 13F +1,311 shares

    <0.01% of the 13F portfolio, value $316,920.

    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 30,381 shares
    Change vs previous 13F +4,102 shares

    <0.01% of the 13F portfolio, value $370,952.

    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 26,279 shares
    Change vs previous 13F +15,743 shares

    <0.01% of the 13F portfolio, value $237,299.

    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 10,536 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,185.

    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).