Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

APYX holding history

Apyx Medical Corp 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.

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

Shares (Q2 2026): 21,900
Value: $98.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of APYX by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,900	$98.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	21,900	$80.8K	<0.1%	+5,000+29.6%	Added	Holders
Q4 2025	16,900	$59.1K	<0.1%	+16,900	New	Holders