Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

IVA holding history

Inventiva S.A. 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of IVA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−10,000−100.0%	Sold out	Holders
Q4 2025	10,000	$46.5K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	10,000	$57.9K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	10,000	$31.9K	<0.1%	+10,000	New	Holders