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Disclosery

Creative Planning: XNEAX position timeline

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

Creative Planning held 68,428 XNEAX 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 68,428 shares
    Change vs previous 13F -28,225 shares

    <0.01% of the 13F portfolio, value $803,341.

    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 96,653 shares
    Change vs previous 13F +1,683 shares

    <0.01% of the 13F portfolio, value $1,085,408.

    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 94,970 shares
    Change vs previous 13F +2,250 shares

    <0.01% of the 13F portfolio, value $1,104,496.

    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 92,720 shares
    Change vs previous 13F +7,088 shares

    <0.01% of the 13F portfolio, value $1,056,077.

    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 85,632 shares
    Change vs previous 13F -9,107 shares

    <0.01% of the 13F portfolio, value $935,102.

    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 94,739 shares
    Change vs previous 13F -16,113 shares

    <0.01% of the 13F portfolio, value $1,061,072.

    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 110,852 shares
    Change vs previous 13F +82,171 shares

    <0.01% of the 13F portfolio, value $1,250,414.

    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 28,681 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $343,311.

    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).