Skip to content
Disclosery

Creative Planning: WMK position timeline

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

Creative Planning held 155,628 WMK 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 155,628 shares
    Change vs previous 13F +93,952 shares

    0.01% of the 13F portfolio, value $12,187,229.

    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 61,676 shares
    Change vs previous 13F +20,658 shares

    <0.01% of the 13F portfolio, value $4,218,022.

    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 41,018 shares
    Change vs previous 13F +27,288 shares

    <0.01% of the 13F portfolio, value $2,628,844.

    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 13,730 shares
    Change vs previous 13F +7,069 shares

    <0.01% of the 13F portfolio, value $986,775.

    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 6,661 shares
    Change vs previous 13F +859 shares

    <0.01% of the 13F portfolio, value $482,856.

    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 5,802 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $447,044.

    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 5,818 shares
    Change vs previous 13F +2,436 shares

    <0.01% of the 13F portfolio, value $393,995.

    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 3,382 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,121.

    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).