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Disclosery

Creative Planning: VIS position timeline

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

Creative Planning held 15,807 VIS 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 15,807 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $5,696,584.

    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 14,988 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $4,679,615.

    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 14,793 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $4,414,080.

    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 14,902 shares
    Change vs previous 13F -584 shares

    <0.01% of the 13F portfolio, value $4,415,334.

    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 15,486 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $4,337,060.

    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 15,732 shares
    Change vs previous 13F -714 shares

    <0.01% of the 13F portfolio, value $3,894,550.

    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 16,446 shares
    Change vs previous 13F -1,274 shares

    <0.01% of the 13F portfolio, value $4,183,791.

    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 17,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,608,361.

    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).