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Disclosery

Creative Planning: XPO position timeline

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

Creative Planning held 16,221 XPO 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 16,221 shares
    Change vs previous 13F +2,144 shares

    <0.01% of the 13F portfolio, value $3,330,009.

    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 14,077 shares
    Change vs previous 13F +2,213 shares

    <0.01% of the 13F portfolio, value $2,738,680.

    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 11,864 shares
    Change vs previous 13F +833 shares

    <0.01% of the 13F portfolio, value $1,612,436.

    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 11,031 shares
    Change vs previous 13F +981 shares

    <0.01% of the 13F portfolio, value $1,425,978.

    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 10,050 shares
    Change vs previous 13F +1,833 shares

    <0.01% of the 13F portfolio, value $1,269,214.

    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 8,217 shares
    Change vs previous 13F +2,029 shares

    <0.01% of the 13F portfolio, value $883,985.

    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 6,188 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $811,556.

    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 6,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $647,103.

    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).