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Disclosery

Creative Planning: WINA position timeline

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

Creative Planning held 9,320 WINA 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 9,320 shares
    Change vs previous 13F +1,362 shares

    <0.01% of the 13F portfolio, value $3,943,225.

    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 7,958 shares
    Change vs previous 13F +2,202 shares

    <0.01% of the 13F portfolio, value $3,402,443.

    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 5,756 shares
    Change vs previous 13F +526 shares

    <0.01% of the 13F portfolio, value $2,330,835.

    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 5,230 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $2,603,337.

    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 5,227 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $1,973,768.

    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 3,782 shares
    Change vs previous 13F +273 shares

    <0.01% of the 13F portfolio, value $1,202,184.

    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 3,509 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $1,379,282.

    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 3,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,282,050.

    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).