Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AMRZ holding history

Amrize Ltd 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.

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

Shares (Q2 2026): 91,827
Value: $4.89M
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of AMRZ by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	91,827	$4.89M	<0.1%	+91,827	New	Holders
Q1 2026	0	$0	0.0%	−80,962−100.0%	Sold out	Holders
Q4 2025	80,962	$4.38M	<0.1%	−89,916−52.6%	Reduced	Holders
Q3 2025	170,878	$8.29M	<0.1%	+170,878	New	Holders