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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

KWR holding history

Quaker Chemical Corp 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.

KWR overviewAll 13F holders of KWRFull Q2 2026 holdings

Shares (Q2 2026)
17,383
Value
$2.76M
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of KWR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,383$2.76M<0.1%+1,571+9.9%AddedHolders
Q1 202615,812$1.96M<0.1%−40−0.3%ReducedHolders
Q4 202515,852$2.18M<0.1%+2,801+21.5%AddedHolders
Q3 202513,051$1.72M<0.1%+1,735+15.3%AddedHolders
Q2 202511,316$1.27M<0.1%+4,761+72.6%AddedHolders
Q1 20256,555$810.3K<0.1%+3,781+136.3%AddedHolders
Q4 20242,774$390.5K<0.1%+431+18.4%AddedHolders
Q3 20242,343$394.8K<0.1%−39−1.6%ReducedHolders
Q2 20242,382$404.2K<0.1%+984+70.4%AddedHolders
Q1 20241,398$286.9K<0.1%+1,398NewHolders