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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ROAD holding history

Construction Partners, 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.

ROAD overviewAll 13F holders of ROADFull Q2 2026 holdings

Shares (Q2 2026)
30,972
Value
$3.68M
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of ROAD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,972$3.68M<0.1%−1,517−4.7%ReducedHolders
Q1 202632,489$3.61M<0.1%+7,258+28.8%AddedHolders
Q4 202525,231$2.74M<0.1%−1,835−6.8%ReducedHolders
Q3 202527,066$3.44M<0.1%+4,175+18.2%AddedHolders
Q2 202522,891$2.43M<0.1%+6,091+36.3%AddedHolders
Q1 202516,800$1.21M<0.1%+6,579+64.4%AddedHolders
Q4 202410,221$904.1K<0.1%+3,161+44.8%AddedHolders
Q3 20247,060$492.8K<0.1%+1,311+22.8%AddedHolders
Q2 20245,749$317.4K<0.1%−1,817−24.0%ReducedHolders
Q1 20247,566$424.8K<0.1%+588+8.4%AddedHolders
Q4 20236,978$303.7K<0.1%+223+3.3%AddedHolders
Q3 20236,755$247.0K<0.1%+94+1.4%AddedHolders
Q2 20236,661$209.1K<0.1%−16,065−70.7%ReducedHolders
Q1 202322,726$612.2K<0.1%−26−0.1%ReducedHolders
Q4 202222,752$607.3K<0.1%−48−0.2%ReducedHolders
Q3 202222,800$598.0K<0.1%−3,451−13.1%ReducedHolders
Q2 202226,251$550.0K<0.1%+26,251NewHolders