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Disclosery

Creative Planning: XGDVX position timeline

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

Creative Planning held 37,737 XGDVX 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 37,737 shares
    Change vs previous 13F -8,277 shares

    <0.01% of the 13F portfolio, value $1,109,470.

    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 46,014 shares
    Change vs previous 13F +9,588 shares

    <0.01% of the 13F portfolio, value $1,239,158.

    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 36,426 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $1,011,552.

    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 36,149 shares
    Change vs previous 13F -591 shares

    <0.01% of the 13F portfolio, value $980,724.

    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 36,740 shares
    Change vs previous 13F +17,229 shares

    <0.01% of the 13F portfolio, value $955,609.

    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 19,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $470,802.

    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).