Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
EPC holding history
Edgewell Personal Care Co 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.
EPC overviewAll 13F holders of EPCFull Q2 2026 holdings
- Shares (Q2 2026)
- 103,836
- Value
- $2.79M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 103,836 | $2.79M | <0.1% | −104,040−50.0% | Reduced | Holders |
| Q1 2026 | 207,876 | $4.44M | <0.1% | +117,337+129.6% | Added | Holders |
| Q4 2025 | 90,539 | $1.54M | <0.1% | +54,193+149.1% | Added | Holders |
| Q3 2025 | 36,346 | $740.0K | <0.1% | +24,488+206.5% | Added | Holders |
| Q2 2025 | 11,858 | $277.6K | <0.1% | −804−6.3% | Reduced | Holders |
| Q1 2025 | 12,662 | $395.2K | <0.1% | +2,839+28.9% | Added | Holders |
| Q4 2024 | 9,823 | $330.1K | <0.1% | +3,439+53.9% | Added | Holders |
| Q3 2024 | 6,384 | $232.0K | <0.1% | −453−6.6% | Reduced | Holders |
| Q2 2024 | 6,837 | $274.8K | <0.1% | +116+1.7% | Added | Holders |
| Q1 2024 | 6,721 | $259.7K | <0.1% | +1,176+21.2% | Added | Holders |
| Q4 2023 | 5,545 | $203.1K | <0.1% | +5,545 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −19−100.0% | Sold out | Holders |
| Q1 2023 | 19 | $806 | <0.1% | +19 | New | Holders |