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Disclosery

Creative Planning: VMBS position timeline

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

Creative Planning held 53,961 VMBS 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 53,961 shares
    Change vs previous 13F -6,463 shares

    <0.01% of the 13F portfolio, value $2,525,898.

    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 60,424 shares
    Change vs previous 13F -11,371 shares

    <0.01% of the 13F portfolio, value $2,836,918.

    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 71,795 shares
    Change vs previous 13F +2,550 shares

    <0.01% of the 13F portfolio, value $3,380,086.

    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 69,245 shares
    Change vs previous 13F -17,339 shares

    <0.01% of the 13F portfolio, value $3,251,750.

    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 86,584 shares
    Change vs previous 13F -85,587 shares

    <0.01% of the 13F portfolio, value $4,012,304.

    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 172,171 shares
    Change vs previous 13F +119,409 shares

    0.01% of the 13F portfolio, value $7,973,233.

    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 52,762 shares
    Change vs previous 13F +1,587 shares

    <0.01% of the 13F portfolio, value $2,392,246.

    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 51,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,415,986.

    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).