Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CCSI holding history
Consensus Cloud Solutions, 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.
CCSI overviewAll 13F holders of CCSIFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,999
- Value
- $610.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,999 | $610.4K | <0.1% | +3,410+27.1% | Added | Holders |
| Q1 2026 | 12,589 | $298.9K | <0.1% | +3,267+35.0% | Added | Holders |
| Q4 2025 | 9,322 | $203.4K | <0.1% | −1,284−12.1% | Reduced | Holders |
| Q3 2025 | 10,606 | $311.5K | <0.1% | +10,606 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −11,274−100.0% | Sold out | Holders |
| Q1 2025 | 11,274 | $260.2K | <0.1% | −1,633−12.7% | Reduced | Holders |
| Q4 2024 | 12,907 | $308.0K | <0.1% | +809+6.7% | Added | Holders |
| Q3 2024 | 12,098 | $284.9K | <0.1% | +12,098 | New | Holders |