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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ISEE holding history

IVERIC bio, 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.

ISEE overviewAll 13F holders of ISEEFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of ISEE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,858−100.0%Sold outHolders
Q2 20235,858$230.5K<0.1%+5,858NewHolders
Q3 20220$00.0%−28,790−100.0%Sold outHolders
Q2 202228,790$277.0K<0.1%+160+0.6%AddedHolders
Q1 202228,630$482.0K<0.1%00.0%UnchangedHolders
Q4 202128,630$479.0K<0.1%00.0%UnchangedHolders
Q3 202128,630$465.0K<0.1%−25,645−47.3%ReducedHolders
Q2 202154,275$342.0K<0.1%−646−1.2%ReducedHolders
Q1 202154,921$339.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.