Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
JBGS holding history
JBG Smith Properties 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.
JBGS overviewAll 13F holders of JBGSFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −12,955−100.0% | Sold out | Holders |
| Q1 2025 | 12,955 | $208.7K | <0.1% | +2,077+19.1% | Added | Holders |
| Q4 2024 | 10,878 | $167.2K | <0.1% | +92+0.9% | Added | Holders |
| Q3 2024 | 10,786 | $188.5K | <0.1% | −43−0.4% | Reduced | Holders |
| Q2 2024 | 10,829 | $164.9K | <0.1% | −318−2.9% | Reduced | Holders |
| Q1 2024 | 11,147 | $178.9K | <0.1% | +31+0.3% | Added | Holders |
| Q4 2023 | 11,116 | $189.1K | <0.1% | −12,386−52.7% | Reduced | Holders |
| Q3 2023 | 23,502 | $339.8K | <0.1% | −14,112−37.5% | Reduced | Holders |
| Q2 2023 | 37,614 | $565.7K | <0.1% | +17,121+83.5% | Added | Holders |
| Q1 2023 | 20,493 | $308.6K | <0.1% | +20,493 | New | Holders |