Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CWD holding history

CaliberCos 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of CWD by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−11,431−100.0%	Sold out	Holders
Q1 2025	11,431	$6.33K	<0.1%	−10,000−46.7%	Reduced	Holders
Q4 2024	21,431	$15.0K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	21,431	$13.4K	<0.1%	+21,431	New	Holders