Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
KALV holding history
KalVista Pharmaceuticals, 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.
KALV overviewAll 13F holders of KALVFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −59,986−100.0% | Sold out | Holders |
| Q1 2026 | 59,986 | $1.21M | <0.1% | +15,904+36.1% | Added | Holders |
| Q4 2025 | 44,082 | $711.9K | <0.1% | +6,050+15.9% | Added | Holders |
| Q3 2025 | 38,032 | $463.2K | <0.1% | +4,652+13.9% | Added | Holders |
| Q2 2025 | 33,380 | $377.4K | <0.1% | +5,573+20.0% | Added | Holders |
| Q1 2025 | 27,807 | $320.9K | <0.1% | +27,694+24,508.0% | Added | Holders |
| Q4 2024 | 113 | $957 | <0.1% | +113 | New | Holders |