Skip to content
Disclosery

Creative Planning: TREE position timeline

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

Creative Planning held 42,744 TREE 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 42,744 shares
    Change vs previous 13F +23,359 shares

    <0.01% of the 13F portfolio, value $1,893,131.

    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 19,385 shares
    Change vs previous 13F +12,207 shares

    <0.01% of the 13F portfolio, value $831,229.

    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 7,178 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $381,080.

    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 6,450 shares
    Change vs previous 13F +710 shares

    <0.01% of the 13F portfolio, value $417,508.

    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 5,740 shares
    Change vs previous 13F -587 shares

    <0.01% of the 13F portfolio, value $212,782.

    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 6,327 shares
    Change vs previous 13F +454 shares

    <0.01% of the 13F portfolio, value $318,058.

    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 5,873 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $227,579.

    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 6,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,072.

    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).