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Disclosery

Creative Planning: UPRO position timeline

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

Creative Planning held 24,824 UPRO 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 24,824 shares
    Change vs previous 13F -514 shares

    <0.01% of the 13F portfolio, value $3,519,833.

    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 25,338 shares
    Change vs previous 13F -12,268 shares

    <0.01% of the 13F portfolio, value $2,457,252.

    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 37,606 shares
    Change vs previous 13F +3,694 shares

    <0.01% of the 13F portfolio, value $4,353,254.

    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 33,912 shares
    Change vs previous 13F -2,582 shares

    <0.01% of the 13F portfolio, value $3,780,901.

    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 36,494 shares
    Change vs previous 13F +4,612 shares

    <0.01% of the 13F portfolio, value $3,337,031.

    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 31,882 shares
    Change vs previous 13F -22,271 shares

    <0.01% of the 13F portfolio, value $2,356,065.

    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 54,153 shares
    Change vs previous 13F +42,225 shares

    <0.01% of the 13F portfolio, value $4,800,084.

    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 11,928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,028,079.

    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).