Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UFCS holding history

United Fire Group 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.

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

Shares (Q2 2026): 22,663
Value: $1.19M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of UFCS by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,663	$1.19M	<0.1%	+2,404+11.9%	Added	Holders
Q1 2026	20,259	$750.8K	<0.1%	+5,723+39.4%	Added	Holders
Q4 2025	14,536	$528.4K	<0.1%	+4,559+45.7%	Added	Holders
Q3 2025	9,977	$303.5K	<0.1%	+9,977	New	Holders