Filer · Institutional
CreativePlanning
CIK 0001540235TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001540235-26-000003 · filed 2026-05-12
4,078
positions
Q4 202513F-HR
0001540235-26-000002 · filed 2026-02-17
3,875
positions
Q3 202513F-HR
0001540235-25-000008 · filed 2025-11-14
3,811
positions
Q2 202513F-HR
0001540235-25-000006 · filed 2025-08-08
3,594
positions
Q1 202513F-HR
0001540235-25-000003 · filed 2025-05-15
3,426
positions
Q4 202413F-HR
0001540235-25-000002 · filed 2025-02-14
3,554
positions
Q3 202413F-HR
0001540235-24-000006 · filed 2024-10-11
3,184
positions
Q2 202413F-HR
0001540235-24-000004 · filed 2024-08-15
2,993
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.