Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
PSBD holding history
Palmer Square Capital BDC 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.
PSBD overviewAll 13F holders of PSBDFull Q2 2026 holdings
- Shares (Q2 2026)
- 20,287
- Value
- $211.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,287 | $211.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 20,287 | $198.2K | <0.1% | −32−0.2% | Reduced | Holders |
| Q4 2025 | 20,319 | $247.7K | <0.1% | +32+0.2% | Added | Holders |
| Q3 2025 | 20,287 | $248.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 20,287 | $283.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 20,287 | $270.2K | <0.1% | +6,407+46.2% | Added | Holders |
| Q4 2024 | 13,880 | $211.0K | <0.1% | +13,880 | New | Holders |