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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FULC holding history

Fulcrum 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.

FULC overviewAll 13F holders of FULCFull Q2 2026 holdings

Shares (Q2 2026)
21,373
Value
$78.2K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of FULC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,373$78.2K<0.1%−42,716−66.7%ReducedHolders
Q1 202664,089$491.6K<0.1%+41,985+189.9%AddedHolders
Q4 202522,104$250.0K<0.1%+7,750+54.0%AddedHolders
Q3 202514,354$132.1K<0.1%−2,585−15.3%ReducedHolders
Q2 202516,939$116.5K<0.1%+16,939NewHolders