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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CD holding history

Chaince Digital Holdings 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.

CD overviewAll 13F holders of CDFull Q2 2026 holdings

Shares (Q2 2026)
50,748
Value
$221.8K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of CD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,748$221.8K<0.1%−10,845−17.6%ReducedHolders
Q1 202661,593$245.1K<0.1%+22,457+57.4%AddedHolders
Q4 202539,136$194.5K<0.1%+5,843+17.6%AddedHolders
Q3 202533,293$818.3K<0.1%+33,293NewHolders