Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AGEN holding history

Agenus Inc 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of AGEN by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−16,393−100.0%	Sold out	Holders
Q3 2023	16,393	$18.5K	<0.1%	+16,393	New	Holders
Q1 2023	0	$0	0.0%	−16,463−100.0%	Sold out	Holders
Q4 2022	16,463	$39.5K	<0.1%	+16,463	New	Holders