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Disclosery

Creative Planning: WY position timeline

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

Creative Planning held 133,798 WY 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 133,798 shares
    Change vs previous 13F +26,609 shares

    <0.01% of the 13F portfolio, value $3,203,114.

    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 107,189 shares
    Change vs previous 13F -8,389 shares

    <0.01% of the 13F portfolio, value $2,618,618.

    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 115,578 shares
    Change vs previous 13F +57,400 shares

    <0.01% of the 13F portfolio, value $2,738,034.

    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 58,178 shares
    Change vs previous 13F +4,106 shares

    <0.01% of the 13F portfolio, value $1,442,226.

    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 54,072 shares
    Change vs previous 13F -13,349 shares

    <0.01% of the 13F portfolio, value $1,389,122.

    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 67,421 shares
    Change vs previous 13F +4,447 shares

    <0.01% of the 13F portfolio, value $1,974,095.

    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 62,974 shares
    Change vs previous 13F -11,125 shares

    <0.01% of the 13F portfolio, value $1,772,712.

    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 74,099 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,508,982.

    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).