Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
NWLI holding history
National Western Life Group, 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.
NWLI overviewAll 13F holders of NWLIFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −617−100.0% | Sold out | Holders |
| Q2 2024 | 617 | $306.6K | <0.1% | +181+41.5% | Added | Holders |
| Q1 2024 | 436 | $214.5K | <0.1% | −6−1.4% | Reduced | Holders |
| Q4 2023 | 442 | $213.5K | <0.1% | +442 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q1 2023 | 1 | $243 | <0.1% | +1 | New | Holders |