Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
RILY holding history
BRC Group 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.
RILY overviewAll 13F holders of RILYFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −40,087−100.0% | Sold out | Holders |
| Q3 2024 | 40,087 | $210.5K | <0.1% | +1,388+3.6% | Added | Holders |
| Q2 2024 | 38,699 | $682.6K | <0.1% | +293+0.8% | Added | Holders |
| Q1 2024 | 38,406 | $813.1K | <0.1% | +2,382+6.6% | Added | Holders |
| Q4 2023 | 36,024 | $756.1K | <0.1% | +19,874+123.1% | Added | Holders |
| Q3 2023 | 16,150 | $662.0K | <0.1% | −954−5.6% | Reduced | Holders |
| Q2 2023 | 17,104 | $786.4K | <0.1% | +17,104 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −14,529−100.0% | Sold out | Holders |
| Q4 2022 | 14,529 | $496.9K | <0.1% | +9,328+179.4% | Added | Holders |
| Q3 2022 | 5,201 | $232.0K | <0.1% | +5,201 | New | Holders |