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Disclosery

Creative Planning: ZWS position timeline

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

Creative Planning held 137,287 ZWS 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 137,287 shares
    Change vs previous 13F +32,631 shares

    <0.01% of the 13F portfolio, value $6,937,088.

    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 104,656 shares
    Change vs previous 13F +8,727 shares

    <0.01% of the 13F portfolio, value $4,692,796.

    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 95,929 shares
    Change vs previous 13F +14,018 shares

    <0.01% of the 13F portfolio, value $4,459,761.

    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 81,911 shares
    Change vs previous 13F +24,140 shares

    <0.01% of the 13F portfolio, value $3,852,282.

    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 57,771 shares
    Change vs previous 13F +15,729 shares

    <0.01% of the 13F portfolio, value $2,112,683.

    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 42,042 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $1,386,537.

    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 41,188 shares
    Change vs previous 13F +11,635 shares

    <0.01% of the 13F portfolio, value $1,536,303.

    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 29,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,062,140.

    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).