Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
PLMR holding history
Palomar Holdings, 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.
PLMR overviewAll 13F holders of PLMRFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,168
- Value
- $2.04M
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,168 | $2.04M | <0.1% | −2,498−13.4% | Reduced | Holders |
| Q1 2026 | 18,666 | $2.23M | <0.1% | −433−2.3% | Reduced | Holders |
| Q4 2025 | 19,099 | $2.57M | <0.1% | +8,337+77.5% | Added | Holders |
| Q3 2025 | 10,762 | $1.26M | <0.1% | −906−7.8% | Reduced | Holders |
| Q2 2025 | 11,668 | $1.80M | <0.1% | +4,182+55.9% | Added | Holders |
| Q1 2025 | 7,486 | $1.03M | <0.1% | +3,438+84.9% | Added | Holders |
| Q4 2024 | 4,048 | $427.4K | <0.1% | +808+24.9% | Added | Holders |
| Q3 2024 | 3,240 | $306.7K | <0.1% | +610+23.2% | Added | Holders |
| Q2 2024 | 2,630 | $213.4K | <0.1% | +197+8.1% | Added | Holders |
| Q1 2024 | 2,433 | $204.0K | <0.1% | +2,433 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −16−100.0% | Sold out | Holders |
| Q1 2023 | 16 | $884 | <0.1% | +16 | New | Holders |