Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
FRGE holding history
Forge Global 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.
FRGE overviewAll 13F holders of FRGEFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −4,340−100.0% | Sold outConverted for a 1-for-15 split | Holders |
| Q1 2025 | 65,102 | $36.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 65,102 | $60.6K | <0.1% | +5,102+8.5% | Added | Holders |
| Q3 2024 | 60,000 | $78.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 60,000 | $87.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 60,000 | $115.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 60,000 | $205.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 60,000 | $121.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 60,000 | $145.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 60,000 | $105.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 60,000 | $103.8K | <0.1% | +60,000 | New | Holders |