Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
FRME holding history
First Merchants Corp 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.
FRME overviewAll 13F holders of FRMEFull Q2 2026 holdings
- Shares (Q2 2026)
- 145,215
- Value
- $6.34M
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 145,215 | $6.34M | <0.1% | +41,922+40.6% | Added | Holders |
| Q1 2026 | 103,293 | $4.00M | <0.1% | +23,855+30.0% | Added | Holders |
| Q4 2025 | 79,438 | $2.98M | <0.1% | +15,224+23.7% | Added | Holders |
| Q3 2025 | 64,214 | $2.42M | <0.1% | +15,282+31.2% | Added | Holders |
| Q2 2025 | 48,932 | $1.87M | <0.1% | +6,478+15.3% | Added | Holders |
| Q1 2025 | 42,454 | $1.72M | <0.1% | +6,415+17.8% | Added | Holders |
| Q4 2024 | 36,039 | $1.44M | <0.1% | +20,142+126.7% | Added | Holders |
| Q3 2024 | 15,897 | $591.4K | <0.1% | +3,262+25.8% | Added | Holders |
| Q2 2024 | 12,635 | $420.6K | <0.1% | +1,349+12.0% | Added | Holders |
| Q1 2024 | 11,286 | $393.9K | <0.1% | +1,343+13.5% | Added | Holders |
| Q4 2023 | 9,943 | $368.7K | <0.1% | +1,432+16.8% | Added | Holders |
| Q3 2023 | 8,511 | $236.8K | <0.1% | +8,511 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −7,093−100.0% | Sold out | Holders |
| Q3 2022 | 7,093 | $274.0K | <0.1% | +7,093 | New | Holders |