Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NAPA holding history

Duckhorn Portfolio, 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.

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

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of NAPA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−37,221−100.0%	Sold out	Holders
Q3 2024	37,221	$216.3K	<0.1%	+19,187+106.4%	Added	Holders
Q2 2024	18,034	$128.0K	<0.1%	+7,337+68.6%	Added	Holders
Q1 2024	10,697	$99.6K	<0.1%	+10,697	New	Holders