Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
LEO holding history
BNY Mellon Strategic Municipals, 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.
LEO overviewAll 13F holders of LEOFull Q2 2026 holdings
- Shares (Q2 2026)
- 56,379
- Value
- $364.2K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 56,379 | $364.2K | <0.1% | +146+0.3% | Added | Holders |
| Q1 2026 | 56,233 | $353.7K | <0.1% | +45+0.1% | Added | Holders |
| Q4 2025 | 56,188 | $357.4K | <0.1% | +518+0.9% | Added | Holders |
| Q3 2025 | 55,670 | $347.9K | <0.1% | −4,234−7.1% | Reduced | Holders |
| Q2 2025 | 59,904 | $354.6K | <0.1% | +962+1.6% | Added | Holders |
| Q1 2025 | 58,942 | $360.7K | <0.1% | +15,777+36.6% | Added | Holders |
| Q4 2024 | 43,165 | $260.7K | <0.1% | +3,951+10.1% | Added | Holders |
| Q3 2024 | 39,214 | $255.3K | <0.1% | +206+0.5% | Added | Holders |
| Q2 2024 | 39,008 | $238.7K | <0.1% | +11,590+42.3% | Added | Holders |
| Q1 2024 | 27,418 | $167.7K | <0.1% | −9,924−26.6% | Reduced | Holders |
| Q4 2023 | 37,342 | $218.8K | <0.1% | +37,342 | New | Holders |