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Disclosery

Creative Planning: XMLV position timeline

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

Creative Planning held 6,529 XMLV 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 6,529 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $433,084.

    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 5,884 shares
    Change vs previous 13F -989 shares

    <0.01% of the 13F portfolio, value $370,494.

    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 6,873 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $428,631.

    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 6,452 shares
    Change vs previous 13F +818 shares

    <0.01% of the 13F portfolio, value $410,120.

    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 5,634 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $347,475.

    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 5,298 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $326,977.

    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 5,468 shares
    Change vs previous 13F -514 shares

    <0.01% of the 13F portfolio, value $332,555.

    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 5,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $365,154.

    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).