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Disclosery

Creative Planning: ZION position timeline

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

Creative Planning held 25,313 ZION 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 25,313 shares
    Change vs previous 13F +2,240 shares

    <0.01% of the 13F portfolio, value $1,751,419.

    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 23,073 shares
    Change vs previous 13F -7,314 shares

    <0.01% of the 13F portfolio, value $1,329,452.

    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 30,387 shares
    Change vs previous 13F +1,457 shares

    <0.01% of the 13F portfolio, value $1,778,834.

    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 28,930 shares
    Change vs previous 13F +1,330 shares

    <0.01% of the 13F portfolio, value $1,636,847.

    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 27,600 shares
    Change vs previous 13F -7,730 shares

    <0.01% of the 13F portfolio, value $1,433,519.

    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 35,330 shares
    Change vs previous 13F +16,451 shares

    <0.01% of the 13F portfolio, value $1,761,575.

    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 18,879 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $1,024,162.

    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 18,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $883,749.

    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).