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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ALTR holding history

Altair Engineering 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.

ALTR overviewAll 13F holders of ALTRFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2023
Holdings of ALTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−13,859−100.0%Sold outHolders
Q4 202413,859$1.51M<0.1%+2,580+22.9%AddedHolders
Q3 202411,279$1.08M<0.1%+631+5.9%AddedHolders
Q2 202410,648$1.04M<0.1%+5,252+97.3%AddedHolders
Q1 20245,396$464.9K<0.1%+1,404+35.2%AddedHolders
Q4 20233,992$335.9K<0.1%+3,992NewHolders