Creative Planning

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Overland Park, KS
CIK
0001540235
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 2,902 74,941,949 13F-HR 11/16/2023 000158064223006235 Creative Planning
Q2 2023 2,646 75,067,879 13F-HR 7/21/2023 000158064223003749 Creative Planning
Q1 2023 2,647 69,427,549 13F-HR 5/15/2023 000158064223002722 Creative Planning
Q4 2022 2,492 66,497,520 13F-HR 2/10/2023 000158064223000807 Creative Planning
Q3 2022 2,342 57,822,468 13F-HR 11/3/2022 000158064222005553 Creative Planning
Q2 2022 2,306 60,706,322 13F-HR 8/15/2022 000158064222004115 Creative Planning
Q1 2022 2,394 64,569,588 13F-HR 5/16/2022 000158064222002777 Creative Planning
Q4 2021 2,078 62,248,247 13F-HR 2/11/2022 000158064222000806 Creative Planning
Q3 2021 2,124 56,364,077 13F-HR 11/10/2021 000158064221005383 Creative Planning
Q2 2021 2,064 56,322,312 13F-HR 8/4/2021 000158064221003538 Creative Planning
Q1 2021 2,680 49,634,772 13F-HR 4/30/2021 000158064221001976 Creative Planning
Q4 2020 2,432 45,456,644 13F-HR 1/29/2021 000158064221000379 Creative Planning
Q3 2020 2,237 38,304,919 13F-HR 11/5/2020 000158064220004071 Creative Planning
Q2 2020 2,051 34,561,330 13F-HR 7/23/2020 000158064220002702 Creative Planning
Q1 2020 1,908 28,197,878 13F-HR 5/5/2020 000158064220001998 Creative Planning
Q4 2019 2,081 33,314,058 13F-HR 1/30/2020 000158064220000445 Creative Planning
Q3 2019 2,081 30,711,361 13F-HR 11/1/2019 000158064219004915 Creative Planning
Q2 2019 2,098 29,723,279 13F-HR 7/26/2019 000158064219003351 Creative Planning
Q1 2019 2,072 27,753,508 13F-HR 4/24/2019 000158064219002070 Creative Planning
Q4 2018 2,019 24,392,278 RESTATEMENT 2/12/2019 000158064219000760 Creative Planning
Q4 2018 2,023 24,395,955 13F-HR 2/1/2019 000158064219000480 Creative Planning
Q3 2018 2,115 26,955,153 13F-HR 10/25/2018 000158064218004992 Creative Planning
Q2 2018 2,068 25,464,079 13F-HR 7/20/2018 000158064218003439 Creative Planning
Q1 2018 2,080 24,565,801 13F-HR 4/18/2018 000158064218002117 Creative Planning
Q4 2017 1,908 23,205,305 13F-HR 1/17/2018 000158064218000265 Creative Planning
Q3 2017 1,881 21,531,252 13F-HR 10/17/2017 000158064217005568 Creative Planning
Q2 2017 4,845 19,757,569 13F-HR 7/12/2017 000158064217003871 Creative Planning
Q1 2017 4,860 18,307,521 13F-HR 4/7/2017 000158064217002214 Creative Planning
Q4 2016 4,877 16,418,229 13F-HR 1/9/2017 000158064217000125 Creative Planning
Q3 2016 4,786 15,704,875 13F-HR 10/12/2016 000158064216011512 Creative Planning
Q2 2016 4,557 13,812,074 13F-HR 7/12/2016 000158064216009717 Creative Planning
Q1 2016 4,520 12,826,272 13F-HR 4/8/2016 000158064216008021 Creative Planning
Q4 2015 4,617 12,159,612 13F-HR 1/11/2016 000158064216006237 Creative Planning
Q3 2015 4,491 11,324,244 13F-HR 10/9/2015 000158064215004643 Creative Planning
Q2 2015 1,109 11,021,170 13F-HR 7/9/2015 000158064215002938 Creative Planning
Q1 2015 4,392 10,640,682 13F-HR 4/13/2015 000158064215001666 Creative Planning
Q4 2014 4,326 9,614,678 13F-HR 1/29/2015 000158064215000402 Creative Planning
Q3 2014 4,180 8,621,098 13F-HR 10/10/2014 000091047214004539 Creative Planning
Q2 2014 3,941 7,711,993 13F-HR 8/20/2014 000091047214003507 Creative Planning
Q1 2014 3,777 6,645,718 13F-HR 4/11/2014 000091047214001635 Creative Planning
Q4 2013 3,445 5,857,497 13F-HR 1/6/2014 000091047214000014 Creative Planning