Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

SUMO holding history

Sumo Logic, 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SUMO by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−10,169−100.0%	Sold out	Holders
Q1 2023	10,169	$121.8K	<0.1%	−276−2.6%	Reduced	Holders
Q4 2022	10,445	$84.6K	<0.1%	+10,445	New	Holders