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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BTC holding history

Grayscale Bitcoin Mini Trust ETF 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.

BTC overviewAll 13F holders of BTCFull Q2 2026 holdings

Shares (Q2 2026)
44,819
Value
$1.16M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of BTC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,819$1.16M<0.1%−1,621−3.5%ReducedHolders
Q1 202646,440$1.39M<0.1%+5,663+13.9%AddedHolders
Q4 202540,777$1.58M<0.1%+1,021+2.6%AddedHolders
Q3 202539,756$2.01M<0.1%+3,422+9.4%AddedHolders
Q2 202536,334$1.73M<0.1%+5,586+18.2%AddedHolders
Q1 202530,748$1.12M<0.1%+3,512+12.9%AddedHolders
Q4 202427,236$1.14M<0.1%−1,848−6.4%ReducedConverted for a 1-for-5 splitHolders
Q3 2024145,420$818.7K<0.1%+145,420NewHolders