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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CLDX holding history

Celldex Therapeutics, 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.

CLDX overviewAll 13F holders of CLDXFull Q2 2026 holdings

Shares (Q2 2026)
35,670
Value
$1.33M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CLDX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,670$1.33M<0.1%+2,234+6.7%AddedHolders
Q1 202633,436$1.06M<0.1%+2,032+6.5%AddedHolders
Q4 202531,404$852.9K<0.1%−1,866−5.6%ReducedHolders
Q3 202533,270$860.7K<0.1%+3,368+11.3%AddedHolders
Q2 202529,902$608.5K<0.1%+6,233+26.3%AddedHolders
Q1 202523,669$429.6K<0.1%+3,815+19.2%AddedHolders
Q4 202419,854$501.7K<0.1%+5,035+34.0%AddedHolders
Q3 202414,819$503.7K<0.1%+14,819NewHolders
Q2 20240$00.0%−4,944−100.0%Sold outHolders
Q1 20244,944$207.5K<0.1%−18,261−78.7%ReducedHolders
Q4 202323,205$920.3K<0.1%+2,383+11.4%AddedHolders
Q3 202320,822$573.0K<0.1%+550+2.7%AddedHolders
Q2 202320,272$687.8K<0.1%+13+0.1%AddedHolders
Q1 202320,259$728.9K<0.1%+111+0.6%AddedHolders
Q4 202220,148$898.0K<0.1%+343+1.7%AddedHolders
Q3 202219,805$557.0K<0.1%+53+0.3%AddedHolders
Q2 202219,752$533.0K<0.1%+44+0.2%AddedHolders
Q1 202219,708$671.0K<0.1%00.0%UnchangedHolders
Q4 202119,708$762.0K<0.1%−4,400−18.3%ReducedHolders
Q3 202124,108$1.30M<0.1%00.0%UnchangedHolders
Q2 202124,108$806.0K<0.1%−39−0.2%ReducedHolders
Q1 202124,147$497.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.