Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

HFWA holding history

Heritage Financial 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.

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

Shares (Q2 2026): 27,579
Value: $816.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of HFWA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,579	$816.9K	<0.1%	+4,741+20.8%	Added	Holders
Q1 2026	22,838	$593.8K	<0.1%	+22,838	New	Holders