Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CLMB holding history
Climb Global Solutions, 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.
CLMB overviewAll 13F holders of CLMBFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,044
- Value
- $279.5K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,044 | $279.5K | <0.1% | +12,044 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −8,784−100.0% | Sold outConverted for a 4-for-1 split | Holders |
| Q4 2025 | 2,196 | $225.7K | <0.1% | +106+5.1% | Added | Holders |
| Q3 2025 | 2,090 | $281.8K | <0.1% | +16+0.8% | Added | Holders |
| Q2 2025 | 2,074 | $221.8K | <0.1% | +75+3.8% | Added | Holders |
| Q1 2025 | 1,999 | $221.4K | <0.1% | +180+9.9% | Added | Holders |
| Q4 2024 | 1,819 | $230.6K | <0.1% | +1,819 | New | Holders |