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Disclosery

Creative Planning: TRU position timeline

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

Creative Planning held 17,463 TRU 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 17,463 shares
    Change vs previous 13F -17,800 shares

    <0.01% of the 13F portfolio, value $1,259,800.

    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 35,263 shares
    Change vs previous 13F +6,094 shares

    <0.01% of the 13F portfolio, value $2,439,851.

    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 29,169 shares
    Change vs previous 13F +11,623 shares

    <0.01% of the 13F portfolio, value $2,501,242.

    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 17,546 shares
    Change vs previous 13F +1,174 shares

    <0.01% of the 13F portfolio, value $1,470,001.

    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 16,372 shares
    Change vs previous 13F -293 shares

    <0.01% of the 13F portfolio, value $1,440,754.

    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 16,665 shares
    Change vs previous 13F +6,281 shares

    <0.01% of the 13F portfolio, value $1,383,041.

    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 10,384 shares
    Change vs previous 13F -894 shares

    <0.01% of the 13F portfolio, value $962,701.

    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 11,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,180,806.

    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).