Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

PGY holding history

Pagaya Technologies Ltd. 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.

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

Shares (Q2 2026): 72,808
Value: $1.33M
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of PGY by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,808	$1.33M	<0.1%	+22,316+44.2%	Added	Holders
Q1 2026	50,492	$588.2K	<0.1%	+50,492	New	Holders
Q4 2025	0	$0	0.0%	−8,377−100.0%	Sold out	Holders
Q3 2025	8,377	$248.7K	<0.1%	+8,377	New	Holders