Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SAIL holding history

SailPoint, 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.

SAIL overview All 13F holders of SAIL Full Q2 2026 holdings

Shares (Q2 2026): 11,579
Value: $169.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of SAIL by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,579	$169.5K	<0.1%	−3,878−25.1%	Reduced	Holders
Q1 2026	15,457	$204.7K	<0.1%	+15,457	New	Holders