Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NOTE holding history

FiscalNote Holdings, 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2025

Holdings of NOTE by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−939−100.0%	Sold outConverted for a 1-for-12 split	Holders
Q2 2025	11,273	$6.05K	<0.1%	+11,273	New	Holders