Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CASA holding history
Casa Systems 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.
CASA overviewAll 13F holders of CASAFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −50,000−100.0% | Sold out | Holders |
| Q1 2024 | 50,000 | $13.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 50,000 | $26.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 50,000 | $42.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 50,000 | $61.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 50,000 | $63.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 50,000 | $136.5K | <0.1% | +50,000 | New | Holders |