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Disclosery

Creative Planning: TME position timeline

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

Creative Planning held 675,129 TME 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 675,129 shares
    Change vs previous 13F +480,932 shares

    <0.01% of the 13F portfolio, value $5,637,331.

    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 194,197 shares
    Change vs previous 13F +48,517 shares

    <0.01% of the 13F portfolio, value $1,802,149.

    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 145,680 shares
    Change vs previous 13F -790 shares

    <0.01% of the 13F portfolio, value $2,553,771.

    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 146,470 shares
    Change vs previous 13F +23,837 shares

    <0.01% of the 13F portfolio, value $3,418,610.

    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 122,633 shares
    Change vs previous 13F +28,747 shares

    <0.01% of the 13F portfolio, value $2,390,118.

    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 93,886 shares
    Change vs previous 13F +12,743 shares

    <0.01% of the 13F portfolio, value $1,352,897.

    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 81,143 shares
    Change vs previous 13F +8,404 shares

    <0.01% of the 13F portfolio, value $920,973.

    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 72,739 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $876,505.

    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).