Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CVI holding history

CVR Energy 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.

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

Shares (Q2 2026): 12,011
Value: $330.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of CVI by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,011	$330.8K	<0.1%	+3,975+49.5%	Added	Holders
Q1 2026	8,036	$270.4K	<0.1%	+8,036	New	Holders
Q4 2025	0	$0	0.0%	−6,717−100.0%	Sold out	Holders
Q3 2025	6,717	$245.0K	<0.1%	+6,717	New	Holders