Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
PHAT holding history
Phathom Pharmaceuticals, 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.
PHAT overviewAll 13F holders of PHATFull Q2 2026 holdings
- Shares (Q2 2026)
- 52,750
- Value
- $572.3K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 52,750 | $572.3K | <0.1% | −17,443−24.9% | Reduced | Holders |
| Q1 2026 | 70,193 | $779.8K | <0.1% | −10,573−13.1% | Reduced | Holders |
| Q4 2025 | 80,766 | $1.34M | <0.1% | +2,708+3.5% | Added | Holders |
| Q3 2025 | 78,058 | $918.7K | <0.1% | +20,794+36.3% | Added | Holders |
| Q2 2025 | 57,264 | $549.2K | <0.1% | −2,673−4.5% | Reduced | Holders |
| Q1 2025 | 59,937 | $375.8K | <0.1% | +36,694+157.9% | Added | Holders |
| Q4 2024 | 23,243 | $188.7K | <0.1% | −10,641−31.4% | Reduced | Holders |
| Q3 2024 | 33,884 | $612.6K | <0.1% | +6,933+25.7% | Added | Holders |
| Q2 2024 | 26,951 | $277.6K | <0.1% | −5,151−16.0% | Reduced | Holders |
| Q1 2024 | 32,102 | $340.9K | <0.1% | +10,750+50.3% | Added | Holders |
| Q4 2023 | 21,352 | $194.9K | <0.1% | +877+4.3% | Added | Holders |
| Q3 2023 | 20,475 | $212.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 20,475 | $293.2K | <0.1% | +475+2.4% | Added | Holders |
| Q1 2023 | 20,000 | $142.8K | <0.1% | +20,000 | New | Holders |