Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DNB holding history

Dun & Bradstreet Holdings, 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.

DNB overviewAll 13F holders of DNBFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2023
Holdings of DNB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−56,084−100.0%Sold outHolders
Q2 202556,084$509.8K<0.1%+56,084NewHolders
Q1 20250$00.0%−10,471−100.0%Sold outHolders
Q4 202410,471$130.5K<0.1%+10,471NewHolders
Q4 20230$00.0%−11,302−100.0%Sold outHolders
Q3 202311,302$112.9K<0.1%−444−3.8%ReducedHolders
Q2 202311,746$135.9K<0.1%+11,746NewHolders