Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CTOS holding history
Custom Truck One Source, 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.
CTOS overviewAll 13F holders of CTOSFull Q2 2026 holdings
- Shares (Q2 2026)
- 29,951
- Value
- $353.7K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 29,951 | $353.7K | <0.1% | +12,117+67.9% | Added | Holders |
| Q1 2026 | 17,834 | $117.2K | <0.1% | +17,834 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −18,235−100.0% | Sold out | Holders |
| Q3 2024 | 18,235 | $62.9K | <0.1% | −12,367−40.4% | Reduced | Holders |
| Q2 2024 | 30,602 | $133.1K | <0.1% | +11,141+57.2% | Added | Holders |
| Q1 2024 | 19,461 | $113.3K | <0.1% | +252+1.3% | Added | Holders |
| Q4 2023 | 19,209 | $118.7K | <0.1% | +5,488+40.0% | Added | Holders |
| Q3 2023 | 13,721 | $85.1K | <0.1% | −165−1.2% | Reduced | Holders |
| Q2 2023 | 13,886 | $93.6K | <0.1% | +41+0.3% | Added | Holders |
| Q1 2023 | 13,845 | $94.0K | <0.1% | +2,606+23.2% | Added | Holders |
| Q4 2022 | 11,239 | $71.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 11,239 | $66.0K | <0.1% | +11,239 | New | Holders |