Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
STRM holding history
Streamline Health Solutions 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.
STRM overviewAll 13F holders of STRMFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −25,000−100.0% | Sold out | Holders |
| Q3 2023 | 25,000 | $24.2K | <0.1% | +25,000 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −338,955−100.0% | Sold out | Holders |
| Q3 2022 | 338,955 | $403.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 338,955 | $430.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 338,955 | $542.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 338,955 | $498.0K | <0.1% | +338,955 | New | Holders |