Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AGYS holding history

Agilysys 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.

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

Shares (Q2 2026): 4,719
Value: $493.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of AGYS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,719	$493.1K	<0.1%	+1,177+33.2%	Added	Holders
Q1 2026	3,542	$252.0K	<0.1%	−592−14.3%	Reduced	Holders
Q4 2025	4,134	$491.3K	<0.1%	+1,564+60.9%	Added	Holders
Q3 2025	2,570	$270.5K	<0.1%	+2,570	New	Holders