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Disclosery

Creative Planning: VTIP position timeline

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

Creative Planning held 229,601 VTIP 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 229,601 shares
    Change vs previous 13F -2,670 shares

    0.01% of the 13F portfolio, value $11,532,883.

    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 232,271 shares
    Change vs previous 13F -1,514 shares

    0.01% of the 13F portfolio, value $11,601,941.

    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 233,785 shares
    Change vs previous 13F -35,949 shares

    0.01% of the 13F portfolio, value $11,562,993.

    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 269,734 shares
    Change vs previous 13F -111,120 shares

    0.01% of the 13F portfolio, value $13,656,633.

    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 380,854 shares
    Change vs previous 13F +10,630 shares

    0.02% of the 13F portfolio, value $19,145,534.

    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 370,224 shares
    Change vs previous 13F -2,409 shares

    0.02% of the 13F portfolio, value $18,474,162.

    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 372,633 shares
    Change vs previous 13F -25,751 shares

    0.02% of the 13F portfolio, value $18,042,898.

    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 398,384 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $19,644,323.

    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).