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Disclosery

Creative Planning: XMMO position timeline

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

Creative Planning held 6,007 XMMO 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 6,007 shares
    Change vs previous 13F +729 shares

    <0.01% of the 13F portfolio, value $1,021,956.

    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 5,278 shares
    Change vs previous 13F +1,924 shares

    <0.01% of the 13F portfolio, value $765,401.

    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 3,354 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $464,459.

    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 3,997 shares
    Change vs previous 13F +1,384 shares

    <0.01% of the 13F portfolio, value $540,480.

    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 2,613 shares
    Change vs previous 13F -533 shares

    <0.01% of the 13F portfolio, value $336,078.

    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 3,146 shares
    Change vs previous 13F +1,341 shares

    <0.01% of the 13F portfolio, value $357,845.

    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 1,805 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $223,023.

    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 1,677 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,832.

    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).