Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AGTI holding history

Agiliti, 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of AGTI by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−16,025−100.0%	Sold out	Holders
Q4 2023	16,025	$126.9K	<0.1%	−2,836−15.0%	Reduced	Holders
Q3 2023	18,861	$122.4K	<0.1%	+18,861	New	Holders