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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SEVN holding history

Seven Hills Realty Trust 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.

SEVN overviewAll 13F holders of SEVNFull Q2 2026 holdings

Shares (Q2 2026)
10,846
Value
$91.4K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of SEVN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,846$91.4K<0.1%−355−3.2%ReducedHolders
Q1 202611,201$92.1K<0.1%+11,201NewHolders