Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

TRHC holding history

Tabula Rasa HealthCare, 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.

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

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

Holdings of TRHC by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−16,605−100.0%	Sold out	Holders
Q1 2023	16,605	$92.8K	<0.1%	+16,605	New	Holders
Q3 2022	0	$0	0.0%	−18,360−100.0%	Sold out	Holders
Q2 2022	18,360	$47.0K	<0.1%	+18,360	New	Holders