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Disclosery

Creative Planning: XNCR position timeline

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

Creative Planning held 25,867 XNCR 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 25,867 shares
    Change vs previous 13F +9,545 shares

    <0.01% of the 13F portfolio, value $416,459.

    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 16,322 shares
    Change vs previous 13F -1,469 shares

    <0.01% of the 13F portfolio, value $196,843.

    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 17,791 shares
    Change vs previous 13F +5,069 shares

    <0.01% of the 13F portfolio, value $272,380.

    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 12,722 shares
    Change vs previous 13F -5,408 shares

    <0.01% of the 13F portfolio, value $149,229.

    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 18,130 shares
    Change vs previous 13F +3,661 shares

    <0.01% of the 13F portfolio, value $142,502.

    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 14,469 shares
    Change vs previous 13F +14,404 shares

    <0.01% of the 13F portfolio, value $153,950.

    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 65 shares
    Change vs previous 13F -12,030 shares

    <0.01% of the 13F portfolio, value $1,494.

    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 12,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,230.

    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).