Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

BULL holding history

Webull 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.

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

Shares (Q2 2026): 57,887
Value: $377.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of BULL by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	57,887	$377.4K	<0.1%	+15,841+37.7%	Added	Holders
Q1 2026	42,046	$201.8K	<0.1%	+32,046+320.5%	Added	Holders
Q4 2025	10,000	$77.7K	<0.1%	+10,000	New	Holders