Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

PFD holding history

Flaherty & Crumrine Preferred & Income Fund 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2022

Holdings of PFD by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−10,082−100.0%	Sold out	Holders
Q3 2022	10,082	$107.0K	<0.1%	+10,082	New	Holders