Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CDLX holding history
Cardlytics, 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.
CDLX overviewAll 13F holders of CDLXFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,852−100.0% | Sold outConverted for a 1-for-10 split | Holders |
| Q1 2026 | 18,515 | $19.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 18,515 | $21.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 18,515 | $45.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 18,515 | $30.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 18,515 | $33.7K | <0.1% | −2,353−11.3% | Reduced | Holders |
| Q4 2024 | 20,868 | $77.4K | <0.1% | −8,669−29.3% | Reduced | Holders |
| Q3 2024 | 29,537 | $94.5K | <0.1% | +7,721+35.4% | Added | Holders |
| Q2 2024 | 21,816 | $179.1K | <0.1% | +3,646+20.1% | Added | Holders |
| Q1 2024 | 18,170 | $263.3K | <0.1% | +60.0% | Added | Holders |
| Q4 2023 | 18,164 | $167.3K | <0.1% | +90+0.5% | Added | Holders |
| Q3 2023 | 18,074 | $298.2K | <0.1% | +318+1.8% | Added | Holders |
| Q2 2023 | 17,756 | $112.2K | <0.1% | +33+0.2% | Added | Holders |
| Q1 2023 | 17,723 | $60.2K | <0.1% | +17,723 | New | Holders |