Skip to content
Disclosery

Creative Planning: UNFI position timeline

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

Creative Planning held 24,054 UNFI 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 24,054 shares
    Change vs previous 13F +4,109 shares

    <0.01% of the 13F portfolio, value $1,098,546.

    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 19,945 shares
    Change vs previous 13F +5,007 shares

    <0.01% of the 13F portfolio, value $898,722.

    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 14,938 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $502,961.

    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 15,130 shares
    Change vs previous 13F -588 shares

    <0.01% of the 13F portfolio, value $569,191.

    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 15,718 shares
    Change vs previous 13F +817 shares

    <0.01% of the 13F portfolio, value $366,386.

    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 14,901 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $408,138.

    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 14,878 shares
    Change vs previous 13F +1,372 shares

    <0.01% of the 13F portfolio, value $406,318.

    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 13,506 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,171.

    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).