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Disclosery

Creative Planning: VLTO position timeline

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

Creative Planning held 74,709 VLTO 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 74,709 shares
    Change vs previous 13F -289 shares

    <0.01% of the 13F portfolio, value $6,625,152.

    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 74,998 shares
    Change vs previous 13F +48,812 shares

    <0.01% of the 13F portfolio, value $6,631,347.

    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 ended2024-09-30
    13F 26,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,929,117.

    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).