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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BV holding history

BrightView Holdings, 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.

BV overviewAll 13F holders of BVFull Q2 2026 holdings

Shares (Q2 2026)
43,743
Value
$619.8K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of BV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,743$619.8K<0.1%+14,509+49.6%AddedHolders
Q1 202629,234$344.7K<0.1%−7,788−21.0%ReducedHolders
Q4 202537,022$469.1K<0.1%+14,300+62.9%AddedHolders
Q3 202522,722$304.5K<0.1%−119−0.5%ReducedHolders
Q2 202522,841$380.3K<0.1%+858+3.9%AddedHolders
Q1 202521,983$282.3K<0.1%−3,116−12.4%ReducedHolders
Q4 202425,099$401.3K<0.1%+1,080+4.5%AddedHolders
Q3 202424,019$378.1K<0.1%+1,564+7.0%AddedHolders
Q2 202422,455$298.7K<0.1%+3,532+18.7%AddedHolders
Q1 202418,923$225.2K<0.1%+2,311+13.9%AddedHolders
Q4 202316,612$139.9K<0.1%−710−4.1%ReducedHolders
Q3 202317,322$134.2K<0.1%+1,099+6.8%AddedHolders
Q2 202316,223$116.5K<0.1%+16,223NewHolders