Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
SRXH holding history
SRX Global 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.
SRXH overviewAll 13F holders of SRXHFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −992−100.0% | Sold outConverted for a 1-for-44 split | Holders |
| Q4 2023 | 43,650 | $12.1K | <0.1% | −11,260−20.5% | Reduced | Holders |
| Q3 2023 | 54,910 | $6.81K | <0.1% | +15,000+37.6% | Added | Holders |
| Q2 2023 | 39,910 | $8.38K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 39,910 | $14.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 39,910 | $21.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 39,910 | $32.0K | <0.1% | −225,000−84.9% | Reduced | Holders |
| Q2 2022 | 264,910 | $583.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 264,910 | $676.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 264,910 | $856.0K | <0.1% | −19,775−6.9% | Reduced | Holders |
| Q3 2021 | 284,685 | $1.06M | <0.1% | +284,685 | New | Holders |