Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CZFS holding history

Citizens Financial 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of CZFS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−3,153−100.0%	Sold out	Holders
Q4 2023	3,153	$204.1K	<0.1%	+123+4.1%	Added	Holders
Q3 2023	3,030	$145.2K	<0.1%	+3,030	New	Holders