Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CSR holding history

Centerspace 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of CSR by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,463−100.0%	Sold out	Holders
Q4 2025	3,463	$231.1K	<0.1%	+3,463	New	Holders
Q4 2023	0	$0	0.0%	−4,326−100.0%	Sold out	Holders
Q3 2023	4,326	$260.7K	<0.1%	+4,326	New	Holders