Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CIK holding history

Credit Suisse Asset Management Income Fund, 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CIK by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−36,186−100.0%	Sold out	Holders
Q3 2025	36,186	$106.0K	<0.1%	+36,186	New	Holders
Q1 2024	0	$0	0.0%	−10,276−100.0%	Sold out	Holders
Q4 2023	10,276	$32.2K	<0.1%	+10,276	New	Holders