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Disclosery

Creative Planning: U position timeline

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

Creative Planning held 221,798 U 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 221,798 shares
    Change vs previous 13F +97,209 shares

    <0.01% of the 13F portfolio, value $6,338,997.

    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 124,589 shares
    Change vs previous 13F +407 shares

    <0.01% of the 13F portfolio, value $2,733,490.

    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 124,182 shares
    Change vs previous 13F +6,739 shares

    <0.01% of the 13F portfolio, value $5,485,119.

    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 117,443 shares
    Change vs previous 13F -1,948 shares

    <0.01% of the 13F portfolio, value $4,702,418.

    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 119,391 shares
    Change vs previous 13F -2,993 shares

    <0.01% of the 13F portfolio, value $2,889,263.

    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 122,384 shares
    Change vs previous 13F +3,563 shares

    <0.01% of the 13F portfolio, value $2,397,503.

    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 118,821 shares
    Change vs previous 13F -34,921 shares

    <0.01% of the 13F portfolio, value $2,669,917.

    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 153,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,477,653.

    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).