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Disclosery

Creative Planning: VVR position timeline

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

Creative Planning held 245,554 VVR 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 245,554 shares
    Change vs previous 13F -18,603 shares

    <0.01% of the 13F portfolio, value $736,663.

    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 264,157 shares
    Change vs previous 13F -6,748 shares

    <0.01% of the 13F portfolio, value $850,587.

    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 270,905 shares
    Change vs previous 13F -147,345 shares

    <0.01% of the 13F portfolio, value $885,858.

    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 418,250 shares
    Change vs previous 13F -65,243 shares

    <0.01% of the 13F portfolio, value $1,447,143.

    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 483,493 shares
    Change vs previous 13F -147,069 shares

    <0.01% of the 13F portfolio, value $1,837,274.

    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 630,562 shares
    Change vs previous 13F -23,769 shares

    <0.01% of the 13F portfolio, value $2,364,608.

    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 654,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,584,607.

    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).