Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
HSTM holding history
Healthstream 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.
HSTM overviewAll 13F holders of HSTMFull Q2 2026 holdings
- Shares (Q2 2026)
- 285,852
- Value
- $7.79M
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 285,852 | $7.79M | <0.1% | +67,666+31.0% | Added | Holders |
| Q1 2026 | 218,186 | $4.52M | <0.1% | +158,924+268.2% | Added | Holders |
| Q4 2025 | 59,262 | $1.37M | <0.1% | +25,185+73.9% | Added | Holders |
| Q3 2025 | 34,077 | $962.3K | <0.1% | +21,466+170.2% | Added | Holders |
| Q2 2025 | 12,611 | $348.9K | <0.1% | −10,714−45.9% | Reduced | Holders |
| Q1 2025 | 23,325 | $750.6K | <0.1% | −2,236−8.7% | Reduced | Holders |
| Q4 2024 | 25,561 | $812.8K | <0.1% | +9,717+61.3% | Added | Holders |
| Q3 2024 | 15,844 | $456.9K | <0.1% | +5,368+51.2% | Added | Holders |
| Q2 2024 | 10,476 | $292.3K | <0.1% | +1,849+21.4% | Added | Holders |
| Q1 2024 | 8,627 | $230.0K | <0.1% | +736+9.3% | Added | Holders |
| Q4 2023 | 7,891 | $213.3K | <0.1% | +7,891 | New | Holders |