Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CPE holding history

Callon Petroleum Co 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CPE by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−12,508−100.0%	Sold out	Holders
Q1 2024	12,508	$447.3K	<0.1%	+665+5.6%	Added	Holders
Q4 2023	11,843	$383.7K	<0.1%	+11,843	New	Holders