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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

POET holding history

Poet Technologies 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.

POET overviewAll 13F holders of POETFull Q2 2026 holdings

Shares (Q2 2026)
3,000
Value
$30.8K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2023
Holdings of POET by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$30.8K<0.1%+3,000NewHolders
Q4 20250$00.0%−10−100.0%Sold outHolders
Q3 202510$55<0.1%00.0%UnchangedHolders
Q2 202510$52<0.1%+10NewHolders
Q4 20230$00.0%−2−100.0%Sold outHolders
Q3 20232$7<0.1%+2NewHolders