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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CATX holding history

Perspective 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.

CATX overviewAll 13F holders of CATXFull Q2 2026 holdings

Shares (Q2 2026)
46,881
Value
$159.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CATX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,881$159.9K<0.1%−24,583−34.4%ReducedHolders
Q1 202671,464$298.0K<0.1%+31,049+76.8%AddedHolders
Q4 202540,415$111.1K<0.1%−1,366−3.3%ReducedHolders
Q3 202541,781$143.3K<0.1%−196−0.5%ReducedHolders
Q2 202541,977$144.4K<0.1%+1,747+4.3%AddedHolders
Q1 202540,230$85.7K<0.1%−30−0.1%ReducedHolders
Q4 202440,260$128.4K<0.1%−915−2.2%ReducedHolders
Q3 202441,175$549.7K<0.1%+23,655+135.0%AddedHolders
Q2 202417,520$174.7K<0.1%−165,980−90.5%ReducedHolders
Q1 2024183,500$218.4K<0.1%+45,000+32.5%AddedHolders
Q4 2023138,500$55.7K<0.1%+9,000+6.9%AddedHolders
Q3 2023129,500$35.4K<0.1%−5,000−3.7%ReducedHolders
Q2 2023134,500$89.8K<0.1%+5,000+3.9%AddedHolders
Q1 2023129,500$82.6K<0.1%00.0%UnchangedHolders
Q4 2022129,500$32.0K<0.1%00.0%UnchangedHolders
Q3 2022129,500$30.0K<0.1%00.0%UnchangedHolders
Q2 2022129,500$40.0K<0.1%00.0%UnchangedHolders
Q1 2022129,500$47.0K<0.1%+15,000+13.1%AddedHolders
Q4 2021114,500$44.0K<0.1%00.0%UnchangedHolders
Q3 2021114,500$72.0K<0.1%00.0%UnchangedHolders
Q2 2021114,500$91.0K<0.1%−100−0.1%ReducedHolders
Q1 2021114,600$125.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.