Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CBL holding history

CBL & Associates Properties 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.

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

Shares (Q2 2026): 12,376
Value: $657.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CBL by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,376	$657.1K	<0.1%	+990+8.7%	Added	Holders
Q1 2026	11,386	$437.6K	<0.1%	−290−2.5%	Reduced	Holders
Q4 2025	11,676	$432.0K	<0.1%	+2,156+22.6%	Added	Holders
Q3 2025	9,520	$291.1K	<0.1%	+9,520	New	Holders