Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

III holding history

Information Services Group 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of III by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−22,470−100.0%	Sold out	Holders
Q1 2022	22,470	$153.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	22,470	$171.0K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	22,470	$161.0K	<0.1%	+22,470	New	Holders