Skip to content
Disclosery

Creative Planning: WOR position timeline

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

Creative Planning held 23,311 WOR 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 23,311 shares
    Change vs previous 13F +1,928 shares

    <0.01% of the 13F portfolio, value $1,253,199.

    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 21,383 shares
    Change vs previous 13F -4,700 shares

    <0.01% of the 13F portfolio, value $1,114,910.

    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 26,083 shares
    Change vs previous 13F +4,274 shares

    <0.01% of the 13F portfolio, value $1,345,100.

    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 21,809 shares
    Change vs previous 13F +1,346 shares

    <0.01% of the 13F portfolio, value $1,210,182.

    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 20,463 shares
    Change vs previous 13F +3,322 shares

    <0.01% of the 13F portfolio, value $1,302,265.

    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 17,141 shares
    Change vs previous 13F +1,129 shares

    <0.01% of the 13F portfolio, value $858,593.

    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 16,012 shares
    Change vs previous 13F +2,778 shares

    <0.01% of the 13F portfolio, value $642,241.

    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 13,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,549.

    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).