Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

LDI holding history

loanDepot, 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.

LDI overviewAll 13F holders of LDIFull Q2 2026 holdings

Shares (Q2 2026)
11,729
Value
$14.7K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of LDI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,729$14.7K<0.1%−165,838−93.4%ReducedHolders
Q1 2026177,567$252.1K<0.1%+74,120+71.7%AddedHolders
Q4 2025103,447$214.1K<0.1%+88,349+585.2%AddedHolders
Q3 202515,098$46.4K<0.1%+15,098NewHolders