Skip to content
Disclosery

Creative Planning: USLM position timeline

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

Creative Planning held 7,510 USLM 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 7,510 shares
    Change vs previous 13F -2,092 shares

    <0.01% of the 13F portfolio, value $786,088.

    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 9,602 shares
    Change vs previous 13F +2,667 shares

    <0.01% of the 13F portfolio, value $1,254,122.

    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 6,935 shares
    Change vs previous 13F +238 shares

    <0.01% of the 13F portfolio, value $830,352.

    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 6,697 shares
    Change vs previous 13F +1,275 shares

    <0.01% of the 13F portfolio, value $880,938.

    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 5,422 shares
    Change vs previous 13F -482 shares

    <0.01% of the 13F portfolio, value $541,074.

    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 5,904 shares
    Change vs previous 13F +2,430 shares

    <0.01% of the 13F portfolio, value $521,796.

    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 3,474 shares
    Change vs previous 13F +835 shares

    <0.01% of the 13F portfolio, value $461,139.

    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 2,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,724.

    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).