Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CLPT holding history

ClearPoint Neuro, 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.

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

Shares (Q2 2026): 23,584
Value: $420.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of CLPT by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,584	$420.7K	<0.1%	+23,584	New	Holders
Q1 2026	0	$0	0.0%	−12,220−100.0%	Sold out	Holders
Q4 2025	12,220	$167.2K	<0.1%	+12,220	New	Holders