Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CAI holding history

Caris Life Sciences, 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.

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

Shares (Q2 2026): 77,456
Value: $1.38M
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CAI by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	77,456	$1.38M	<0.1%	−542−0.7%	Reduced	Holders
Q1 2026	77,998	$1.39M	<0.1%	−71,858−48.0%	Reduced	Holders
Q4 2025	149,856	$4.04M	<0.1%	+149,856	New	Holders