Creative Planning: WBD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on WBD, newest first. How the timeline and the estimate are built.
Creative Planning held 576,896 WBD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 576,896 sharesChange vs previous 13F +12,123 shares
0.01% of the 13F portfolio, value $15,380,039.
13F-HR 0001540235-26-000004 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 564,773 sharesChange vs previous 13F +43,634 shares
0.01% of the 13F portfolio, value $15,508,667.
13F-HR 0001540235-26-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 521,139 sharesChange vs previous 13F -249,551 shares
0.01% of the 13F portfolio, value $15,019,225.
13F-HR 0001540235-26-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 770,690 sharesChange vs previous 13F +412,151 shares
0.01% of the 13F portfolio, value $15,051,574.
13F-HR 0001540235-25-000008 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 358,539 sharesChange vs previous 13F -87,314 shares
<0.01% of the 13F portfolio, value $4,108,852.
13F-HR 0001540235-25-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 445,853 sharesChange vs previous 13F +60,160 shares
<0.01% of the 13F portfolio, value $4,784,000.
13F-HR 0001540235-25-000003 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 385,693 sharesChange vs previous 13F +27,994 shares
<0.01% of the 13F portfolio, value $4,076,780.
13F-HR 0001540235-25-000002 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 357,699 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,951,015.
13F-HR 0001540235-24-000006 filed by Creative Planning
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).