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Disclosery

Creative Planning: XLP position timeline

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

Creative Planning held 155,838 XLP 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 155,838 shares
    Change vs previous 13F -6,645 shares

    0.01% of the 13F portfolio, value $12,945,494.

    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 162,483 shares
    Change vs previous 13F +725 shares

    0.01% of the 13F portfolio, value $13,320,375.

    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 161,758 shares
    Change vs previous 13F -12,602 shares

    0.01% of the 13F portfolio, value $12,565,326.

    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 174,360 shares
    Change vs previous 13F +1,607 shares

    0.01% of the 13F portfolio, value $13,664,593.

    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 172,753 shares
    Change vs previous 13F +4,050 shares

    0.01% of the 13F portfolio, value $13,987,843.

    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 168,703 shares
    Change vs previous 13F -681 shares

    0.01% of the 13F portfolio, value $13,777,976.

    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 169,384 shares
    Change vs previous 13F +16,908 shares

    0.01% of the 13F portfolio, value $13,315,273.

    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 152,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,655,472.

    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).