Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ACIC holding history

American Coastal Insurance Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACIC overview All 13F holders of ACIC Full Q2 2026 holdings

Shares (Q2 2026): 31,444
Value: $349.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ACIC by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,444	$349.0K	<0.1%	+8,364+36.2%	Added	Holders
Q1 2026	23,080	$259.6K	<0.1%	+4,388+23.5%	Added	Holders
Q4 2025	18,692	$236.1K	<0.1%	+3,162+20.4%	Added	Holders
Q3 2025	15,530	$176.9K	<0.1%	+15,530	New	Holders