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Disclosery

Creative Planning: TRP position timeline

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

Creative Planning held 57,434 TRP 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 57,434 shares
    Change vs previous 13F +3,090 shares

    <0.01% of the 13F portfolio, value $3,807,307.

    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 54,344 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $3,401,943.

    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 54,300 shares
    Change vs previous 13F -2,937 shares

    <0.01% of the 13F portfolio, value $2,987,050.

    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 57,237 shares
    Change vs previous 13F +4,268 shares

    <0.01% of the 13F portfolio, value $3,114,273.

    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 52,969 shares
    Change vs previous 13F +5,703 shares

    <0.01% of the 13F portfolio, value $2,584,357.

    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 47,266 shares
    Change vs previous 13F -815 shares

    <0.01% of the 13F portfolio, value $2,231,425.

    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 48,081 shares
    Change vs previous 13F +1,302 shares

    <0.01% of the 13F portfolio, value $2,237,206.

    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 46,779 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,224,339.

    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).