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Disclosery

Creative Planning: XEVTX position timeline

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

Creative Planning held 30,567 XEVTX 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 30,567 shares
    Change vs previous 13F +3,528 shares

    <0.01% of the 13F portfolio, value $846,095.

    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 27,039 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $663,800.

    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 26,499 shares
    Change vs previous 13F +3,402 shares

    <0.01% of the 13F portfolio, value $667,238.

    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 23,097 shares
    Change vs previous 13F -1,639 shares

    <0.01% of the 13F portfolio, value $564,730.

    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 24,736 shares
    Change vs previous 13F +2,992 shares

    <0.01% of the 13F portfolio, value $596,126.

    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 21,744 shares
    Change vs previous 13F +2,239 shares

    <0.01% of the 13F portfolio, value $505,988.

    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 19,505 shares
    Change vs previous 13F +755 shares

    <0.01% of the 13F portfolio, value $469,086.

    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 18,750 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $462,929.

    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).