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Disclosery

Creative Planning: XNCMX position timeline

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

Creative Planning held 22,948 XNCMX 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 22,948 shares
    Change vs previous 13F +1,226 shares

    <0.01% of the 13F portfolio, value $287,543.

    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 21,722 shares
    Change vs previous 13F -9,103 shares

    <0.01% of the 13F portfolio, value $258,486.

    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 30,825 shares
    Change vs previous 13F +8,771 shares

    <0.01% of the 13F portfolio, value $383,463.

    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 22,054 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $279,418.

    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 21,216 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $249,713.

    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 21,129 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $266,009.

    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 21,074 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $266,375.

    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 20,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $284,966.

    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).