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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ITIC holding history

Investors Title Co 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.

ITIC overviewAll 13F holders of ITICFull Q2 2026 holdings

Shares (Q2 2026)
2,751
Value
$752.9K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of ITIC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,751$752.9K<0.1%+1,048+61.5%AddedHolders
Q1 20261,703$370.1K<0.1%+282+19.8%AddedHolders
Q4 20251,421$354.7K<0.1%+57+4.2%AddedHolders
Q3 20251,364$365.3K<0.1%+1,364NewHolders
Q1 20250$00.0%−28−100.0%Sold outHolders
Q4 202428$6.63K<0.1%+28NewHolders