Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CJMB holding history
Callan JMB 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.
CJMB overviewAll 13F holders of CJMBFull Q2 2026 holdings
- Shares (Q2 2026)
- 255,693
- Value
- $205.6K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 255,693 | $205.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 255,693 | $319.6K | <0.1% | +50,000+24.3% | Added | Holders |
| Q4 2025 | 205,693 | $228.3K | <0.1% | +35,685+21.0% | Added | Holders |
| Q3 2025 | 170,008 | $829.6K | <0.1% | +50,000+41.7% | Added | Holders |
| Q2 2025 | 120,008 | $615.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 120,008 | $538.8K | <0.1% | +120,008 | New | Holders |