Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
DYN holding history
Dyne Therapeutics, 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.
DYN overviewAll 13F holders of DYNFull Q2 2026 holdings
- Shares (Q2 2026)
- 34,857
- Value
- $774.2K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 34,857 | $774.2K | <0.1% | +4,912+16.4% | Added | Holders |
| Q1 2026 | 29,945 | $542.9K | <0.1% | +10,174+51.5% | Added | Holders |
| Q4 2025 | 19,771 | $386.7K | <0.1% | +4,244+27.3% | Added | Holders |
| Q3 2025 | 15,527 | $196.4K | <0.1% | +986+6.8% | Added | Holders |
| Q2 2025 | 14,541 | $138.4K | <0.1% | +2,797+23.8% | Added | Holders |
| Q1 2025 | 11,744 | $122.8K | <0.1% | +11,744 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −10,605−100.0% | Sold out | Holders |
| Q3 2024 | 10,605 | $380.9K | <0.1% | +3,111+41.5% | Added | Holders |
| Q2 2024 | 7,494 | $264.5K | <0.1% | +7,494 | New | Holders |