Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CCB holding history
Coastal Financial Corp 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.
CCB overviewAll 13F holders of CCBFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,923
- Value
- $614.1K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,923 | $614.1K | <0.1% | +647+8.9% | Added | Holders |
| Q1 2026 | 7,276 | $553.7K | <0.1% | −4,818−39.8% | Reduced | Holders |
| Q4 2025 | 12,094 | $1.39M | <0.1% | −1,561−11.4% | Reduced | Holders |
| Q3 2025 | 13,655 | $1.48M | <0.1% | +2,189+19.1% | Added | Holders |
| Q2 2025 | 11,466 | $1.11M | <0.1% | +1,582+16.0% | Added | Holders |
| Q1 2025 | 9,884 | $893.6K | <0.1% | +2,132+27.5% | Added | Holders |
| Q4 2024 | 7,752 | $658.2K | <0.1% | +2,239+40.6% | Added | Holders |
| Q3 2024 | 5,513 | $297.6K | <0.1% | +5,513 | New | Holders |