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Disclosery

Creative Planning: TRMB position timeline

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

Creative Planning held 47,675 TRMB 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 47,675 shares
    Change vs previous 13F -42,784 shares

    <0.01% of the 13F portfolio, value $2,440,010.

    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 90,459 shares
    Change vs previous 13F +37,783 shares

    <0.01% of the 13F portfolio, value $5,900,658.

    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 52,676 shares
    Change vs previous 13F +4,944 shares

    <0.01% of the 13F portfolio, value $4,127,199.

    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 47,732 shares
    Change vs previous 13F -2,750 shares

    <0.01% of the 13F portfolio, value $3,897,287.

    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 50,482 shares
    Change vs previous 13F +6,474 shares

    <0.01% of the 13F portfolio, value $3,835,593.

    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 44,008 shares
    Change vs previous 13F +8,231 shares

    <0.01% of the 13F portfolio, value $2,889,112.

    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 35,777 shares
    Change vs previous 13F +2,950 shares

    <0.01% of the 13F portfolio, value $2,527,989.

    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 32,827 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,038,216.

    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).