Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CDMO holding history

Avid Bioservices, 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2024

Holdings of CDMO by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−28,305−100.0%	Sold out	Holders
Q4 2024	28,305	$349.6K	<0.1%	+8,127+40.3%	Added	Holders
Q3 2024	20,178	$229.6K	<0.1%	+6,672+49.4%	Added	Holders
Q2 2024	13,506	$96.4K	<0.1%	+13,506	New	Holders