Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PRCH holding history

Porch Group, 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.

PRCH overviewAll 13F holders of PRCHFull Q2 2026 holdings

Shares (Q2 2026)
23,649
Value
$355.7K
% of portfolio
<0.1%
Quarters held
4
Since Q2 2025
Holdings of PRCH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,649$355.7K<0.1%+8,354+54.6%AddedHolders
Q1 202615,295$109.7K<0.1%+15,295NewHolders
Q4 20250$00.0%−13,935−100.0%Sold outHolders
Q3 202513,935$233.8K<0.1%+2,385+20.6%AddedHolders
Q2 202511,550$136.2K<0.1%+11,550NewHolders