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Disclosery

Creative Planning: WIX position timeline

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

Creative Planning held 23,412 WIX 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 23,412 shares
    Change vs previous 13F -10,163 shares

    <0.01% of the 13F portfolio, value $1,062,204.

    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 33,575 shares
    Change vs previous 13F +19,980 shares

    <0.01% of the 13F portfolio, value $3,024,136.

    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 13,595 shares
    Change vs previous 13F +4,463 shares

    <0.01% of the 13F portfolio, value $1,412,412.

    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 9,132 shares
    Change vs previous 13F +612 shares

    <0.01% of the 13F portfolio, value $1,622,065.

    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 8,520 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $1,350,009.

    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 11,257 shares
    Change vs previous 13F +1,079 shares

    <0.01% of the 13F portfolio, value $1,839,169.

    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 10,178 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $2,183,689.

    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 9,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,556,353.

    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).