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Disclosery

Creative Planning: VST position timeline

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

Creative Planning held 113,348 VST 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 113,348 shares
    Change vs previous 13F +14,785 shares

    0.01% of the 13F portfolio, value $17,980,352.

    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 98,563 shares
    Change vs previous 13F +8,677 shares

    0.01% of the 13F portfolio, value $14,816,903.

    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 89,886 shares
    Change vs previous 13F +8,812 shares

    0.01% of the 13F portfolio, value $14,501,383.

    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 81,074 shares
    Change vs previous 13F +18,561 shares

    0.01% of the 13F portfolio, value $15,884,018.

    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 62,513 shares
    Change vs previous 13F +19,975 shares

    0.01% of the 13F portfolio, value $12,115,492.

    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 42,538 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $4,995,612.

    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 41,630 shares
    Change vs previous 13F +10,578 shares

    0.01% of the 13F portfolio, value $5,739,536.

    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 31,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,680,903.

    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).