Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
SGU holding history
Star Group, L.P. 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.
SGU overviewAll 13F holders of SGUFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −10,858−100.0% | Sold out | Holders |
| Q4 2023 | 10,858 | $125.2K | <0.1% | +20+0.2% | Added | Holders |
| Q3 2023 | 10,838 | $130.4K | <0.1% | +16+0.1% | Added | Holders |
| Q2 2023 | 10,822 | $147.8K | <0.1% | +16+0.1% | Added | Holders |
| Q1 2023 | 10,806 | $140.1K | <0.1% | −3,724−25.6% | Reduced | Holders |
| Q4 2022 | 14,530 | $175.1K | <0.1% | +23+0.2% | Added | Holders |
| Q3 2022 | 14,507 | $118.0K | <0.1% | −180−1.2% | Reduced | Holders |
| Q2 2022 | 14,687 | $135.0K | <0.1% | +218+1.5% | Added | Holders |
| Q1 2022 | 14,469 | $161.0K | <0.1% | +1,297+9.8% | Added | Holders |
| Q4 2021 | 13,172 | $142.0K | <0.1% | +13,172 | New | Holders |