Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CSV holding history
Carriage Services 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.
CSV overviewAll 13F holders of CSVFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −7,197−100.0% | Sold out | Holders |
| Q1 2026 | 7,197 | $328.6K | <0.1% | +1,482+25.9% | Added | Holders |
| Q4 2025 | 5,715 | $241.7K | <0.1% | +164+3.0% | Added | Holders |
| Q3 2025 | 5,551 | $247.2K | <0.1% | +1,171+26.7% | Added | Holders |
| Q2 2025 | 4,380 | $200.3K | <0.1% | +4,380 | New | Holders |