Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
SRTA holding history
Strata Critical Medical, 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.
SRTA overviewAll 13F holders of SRTAFull Q2 2026 holdings
- Shares (Q2 2026)
- 98,725
- Value
- $520.3K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 98,725 | $520.3K | <0.1% | +38,403+63.7% | Added | Holders |
| Q1 2026 | 60,322 | $252.1K | <0.1% | +40,281+201.0% | Added | Holders |
| Q4 2025 | 20,041 | $96.4K | <0.1% | +20,041 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −10,936−100.0% | Sold out | Holders |
| Q3 2023 | 10,936 | $28.3K | <0.1% | −100−0.9% | Reduced | Holders |
| Q2 2023 | 11,036 | $43.5K | <0.1% | −5,764−34.3% | Reduced | Holders |
| Q1 2023 | 16,800 | $56.8K | <0.1% | −905−5.1% | Reduced | Holders |
| Q4 2022 | 17,705 | $63.4K | <0.1% | −515−2.8% | Reduced | Holders |
| Q3 2022 | 18,220 | $73.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 18,220 | $81.0K | <0.1% | +18,220 | New | Holders |