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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CELC holding history

Celcuity 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.

CELC overviewAll 13F holders of CELCFull Q2 2026 holdings

Shares (Q2 2026)
30,469
Value
$3.19M
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of CELC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,469$3.19M<0.1%−4,750−13.5%ReducedHolders
Q1 202635,219$4.02M<0.1%+14,247+67.9%AddedHolders
Q4 202520,972$2.09M<0.1%+3,773+21.9%AddedHolders
Q3 202517,199$849.6K<0.1%+3,908+29.4%AddedHolders
Q2 202513,291$177.4K<0.1%+13,291NewHolders