Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CLDI holding history

Calidi Biotherapeutics, 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of CLDI by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,000−100.0%	Sold outConverted for a 1-for-10 split	Holders
Q2 2024	10,000	$2.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	10,000	$5.65K	<0.1%	+10,000	New	Holders