Skip to content
Disclosery

Creative Planning: XEXGX position timeline

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

Creative Planning held 63,644 XEXGX 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 63,644 shares
    Change vs previous 13F +6,012 shares

    <0.01% of the 13F portfolio, value $624,346.

    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 57,632 shares
    Change vs previous 13F +879 shares

    <0.01% of the 13F portfolio, value $499,093.

    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 56,753 shares
    Change vs previous 13F +15,989 shares

    <0.01% of the 13F portfolio, value $540,858.

    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 40,764 shares
    Change vs previous 13F +2,786 shares

    <0.01% of the 13F portfolio, value $370,951.

    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 37,978 shares
    Change vs previous 13F -1,057 shares

    <0.01% of the 13F portfolio, value $332,304.

    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 39,035 shares
    Change vs previous 13F +1,190 shares

    <0.01% of the 13F portfolio, value $317,742.

    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 37,845 shares
    Change vs previous 13F +2,468 shares

    <0.01% of the 13F portfolio, value $309,190.

    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 35,377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,484.

    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).