Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

LYLTQ holding history

Loyalty Ventures 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.

LYLTQ overview All 13F holders of LYLTQ Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of LYLTQ by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−98,894−100.0%	Sold out	Holders
Q4 2022	98,894	$238.3K	<0.1%	+37,935+62.2%	Added	Holders
Q3 2022	60,959	$74.0K	<0.1%	+60,959	New	Holders