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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UHG holding history

United Homes 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.

UHG overviewAll 13F holders of UHGFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of UHG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−374,998−100.0%Sold outHolders
Q2 2024374,998$2.13M<0.1%00.0%UnchangedHolders
Q1 2024374,998$2.62M<0.1%00.0%UnchangedHolders
Q4 2023374,998$3.16M<0.1%00.0%UnchangedHolders
Q3 2023374,998$2.10M<0.1%−13,002−3.4%ReducedHolders
Q2 2023388,000$4.33M<0.1%+388,000NewHolders