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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PDT holding history

John Hancock Premium Dividend Fund 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.

PDT overviewAll 13F holders of PDTFull Q2 2026 holdings

Shares (Q2 2026)
13,037
Value
$168.8K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of PDT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,037$168.8K<0.1%+1,936+17.4%AddedHolders
Q1 202611,101$145.4K<0.1%−358−3.1%ReducedHolders
Q4 202511,459$145.5K<0.1%+11,459NewHolders
Q2 20250$00.0%−12,073−100.0%Sold outHolders
Q1 202512,073$157.9K<0.1%−184−1.5%ReducedHolders
Q4 202412,257$156.1K<0.1%+12,257NewHolders
Q3 20240$00.0%−11,678−100.0%Sold outHolders
Q2 202411,678$137.6K<0.1%+11,678NewHolders
Q1 20240$00.0%−13,727−100.0%Sold outHolders
Q4 202313,727$146.2K<0.1%+10,156+284.4%AddedHolders
Q3 20233,571$34.4K<0.1%+3,571NewHolders