Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

FOCS holding history

Focus Financial Partners 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of FOCS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−6,098−100.0%	Sold out	Holders
Q2 2022	6,098	$208.0K	<0.1%	−3,422−35.9%	Reduced	Holders
Q1 2022	9,520	$435.0K	<0.1%	+9,520	New	Holders