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Disclosery

Creative Planning: WTI position timeline

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

Creative Planning held 351,485 WTI 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 351,485 shares
    Change vs previous 13F +160,942 shares

    <0.01% of the 13F portfolio, value $1,107,176.

    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 190,543 shares
    Change vs previous 13F +159,459 shares

    <0.01% of the 13F portfolio, value $649,751.

    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 31,084 shares
    Change vs previous 13F -989 shares

    <0.01% of the 13F portfolio, value $50,666.

    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 32,073 shares
    Change vs previous 13F -10,812 shares

    <0.01% of the 13F portfolio, value $58,372.

    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 42,885 shares
    Change vs previous 13F +12,749 shares

    <0.01% of the 13F portfolio, value $70,761.

    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 30,136 shares
    Change vs previous 13F -2,705 shares

    <0.01% of the 13F portfolio, value $46,711.

    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 32,841 shares
    Change vs previous 13F -253,906 shares

    <0.01% of the 13F portfolio, value $54,516.

    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 286,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $616,507.

    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).