Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
SPFI holding history
South Plains Financial, 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.
SPFI overviewAll 13F holders of SPFIFull Q2 2026 holdings
- Shares (Q2 2026)
- 24,956
- Value
- $1.08M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 24,956 | $1.08M | <0.1% | +591+2.4% | Added | Holders |
| Q1 2026 | 24,365 | $1.02M | <0.1% | +1,933+8.6% | Added | Holders |
| Q4 2025 | 22,432 | $870.4K | <0.1% | +303+1.4% | Added | Holders |
| Q3 2025 | 22,129 | $855.3K | <0.1% | +2,620+13.4% | Added | Holders |
| Q2 2025 | 19,509 | $703.1K | <0.1% | +9,589+96.7% | Added | Holders |
| Q1 2025 | 9,920 | $328.6K | <0.1% | −8,160−45.1% | Reduced | Holders |
| Q4 2024 | 18,080 | $628.3K | <0.1% | +3,215+21.6% | Added | Holders |
| Q3 2024 | 14,865 | $504.2K | <0.1% | +14,865 | New | Holders |