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
- period ended2026-06-3013F 31,692 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,381 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,279 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,536 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).