Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CADL holding history

Candel Therapeutics, 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.

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

Shares (Q2 2026): 65,088
Value: $670.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of CADL by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,088	$670.4K	<0.1%	+33,690+107.3%	Added	Holders
Q1 2026	31,398	$153.8K	<0.1%	+31,398	New	Holders
Q2 2025	0	$0	0.0%	−10,742−100.0%	Sold out	Holders
Q1 2025	10,742	$60.7K	<0.1%	+10,742	New	Holders