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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

INTR holding history

Inter & Co, 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.

INTR overviewAll 13F holders of INTRFull Q2 2026 holdings

Shares (Q2 2026)
40,392
Value
$219.3K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of INTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,392$219.3K<0.1%+874+2.2%AddedHolders
Q1 202639,518$314.6K<0.1%−204−0.5%ReducedHolders
Q4 202539,722$336.8K<0.1%−4,262−9.7%ReducedHolders
Q3 202543,984$406.0K<0.1%+280+0.6%AddedHolders
Q2 202543,704$324.7K<0.1%+4,312+10.9%AddedHolders
Q1 202539,392$215.9K<0.1%−575−1.4%ReducedHolders
Q4 202439,967$168.7K<0.1%+39,967NewHolders