Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CHEF holding history
Chefs' Warehouse, 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.
CHEF overviewAll 13F holders of CHEFFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,814
- Value
- $1.62M
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,814 | $1.62M | <0.1% | +5,193+44.7% | Added | Holders |
| Q1 2026 | 11,621 | $690.9K | <0.1% | +4,457+62.2% | Added | Holders |
| Q4 2025 | 7,164 | $446.5K | <0.1% | +1,232+20.8% | Added | Holders |
| Q3 2025 | 5,932 | $346.0K | <0.1% | +1,668+39.1% | Added | Holders |
| Q2 2025 | 4,264 | $272.1K | <0.1% | −968−18.5% | Reduced | Holders |
| Q1 2025 | 5,232 | $284.9K | <0.1% | +5,232 | New | Holders |