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Disclosery

Creative Planning: VUSB position timeline

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

Creative Planning held 64,214 VUSB 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 64,214 shares
    Change vs previous 13F +806 shares

    <0.01% of the 13F portfolio, value $3,196,560.

    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 63,408 shares
    Change vs previous 13F -1,825 shares

    <0.01% of the 13F portfolio, value $3,156,746.

    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 65,233 shares
    Change vs previous 13F -12,097 shares

    <0.01% of the 13F portfolio, value $3,251,226.

    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 77,330 shares
    Change vs previous 13F +4,295 shares

    <0.01% of the 13F portfolio, value $3,866,127.

    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 73,035 shares
    Change vs previous 13F +12,365 shares

    <0.01% of the 13F portfolio, value $3,641,890.

    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 60,670 shares
    Change vs previous 13F -2,885 shares

    <0.01% of the 13F portfolio, value $3,024,703.

    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 63,555 shares
    Change vs previous 13F +2,701 shares

    <0.01% of the 13F portfolio, value $3,153,600.

    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 60,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,039,049.

    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).