Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
ALX holding history
Alexanders 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.
ALX overviewAll 13F holders of ALXFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,015
- Value
- $279.6K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,015 | $279.6K | <0.1% | −19−1.8% | Reduced | Holders |
| Q1 2026 | 1,034 | $244.1K | <0.1% | −62−5.7% | Reduced | Holders |
| Q4 2025 | 1,096 | $239.0K | <0.1% | −164−13.0% | Reduced | Holders |
| Q3 2025 | 1,260 | $295.5K | <0.1% | +59+4.9% | Added | Holders |
| Q2 2025 | 1,201 | $270.7K | <0.1% | +177+17.3% | Added | Holders |
| Q1 2025 | 1,024 | $214.1K | <0.1% | −54−5.0% | Reduced | Holders |
| Q4 2024 | 1,078 | $215.7K | <0.1% | +176+19.5% | Added | Holders |
| Q3 2024 | 902 | $218.6K | <0.1% | +9+1.0% | Added | Holders |
| Q2 2024 | 893 | $200.8K | <0.1% | +893 | New | Holders |