Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AVT holding history

Avnet 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.

AVT overviewAll 13F holders of AVTFull Q2 2026 holdings

Shares (Q2 2026)
105,263
Value
$9.35M
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of AVT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105,263$9.35M<0.1%+29,623+39.2%AddedHolders
Q1 202675,640$4.66M<0.1%+16,583+28.1%AddedHolders
Q4 202559,057$2.84M<0.1%+4,175+7.6%AddedHolders
Q3 202554,882$2.87M<0.1%+8,096+17.3%AddedHolders
Q2 202546,786$2.48M<0.1%+19,696+72.7%AddedHolders
Q1 202527,090$1.30M<0.1%+2,310+9.3%AddedHolders
Q4 202424,780$1.30M<0.1%+3,815+18.2%AddedHolders
Q3 202420,965$1.14M<0.1%+1,426+7.3%AddedHolders
Q2 202419,539$1.01M<0.1%+2,122+12.2%AddedHolders
Q1 202417,417$863.5K<0.1%+1,370+8.5%AddedHolders
Q4 202316,047$808.8K<0.1%+3,116+24.1%AddedHolders
Q3 202312,931$623.1K<0.1%+1,737+15.5%AddedHolders
Q2 202311,194$564.7K<0.1%+6,144+121.7%AddedHolders
Q1 20235,050$228.3K<0.1%+5,050NewHolders