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Disclosery

Creative Planning: TLT position timeline

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

Creative Planning held 34,873 TLT 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 34,873 shares
    Change vs previous 13F -4,735 shares

    <0.01% of the 13F portfolio, value $3,013,734.

    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 39,608 shares
    Change vs previous 13F +7,336 shares

    <0.01% of the 13F portfolio, value $3,433,653.

    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 32,272 shares
    Change vs previous 13F -49,914 shares

    <0.01% of the 13F portfolio, value $2,812,807.

    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 82,186 shares
    Change vs previous 13F -1,134 shares

    0.01% of the 13F portfolio, value $7,344,984.

    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 83,320 shares
    Change vs previous 13F -17,864 shares

    0.01% of the 13F portfolio, value $7,352,979.

    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 101,184 shares
    Change vs previous 13F +688 shares

    0.01% of the 13F portfolio, value $9,210,804.

    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 100,496 shares
    Change vs previous 13F +6,949 shares

    0.01% of the 13F portfolio, value $8,776,349.

    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 93,547 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,176,964.

    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).