Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SRDX holding history

Surmodics 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of SRDX by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−18,873−100.0%	Sold out	Holders
Q3 2025	18,873	$564.1K	<0.1%	+8,154+76.1%	Added	Holders
Q2 2025	10,719	$318.5K	<0.1%	+10,719	New	Holders