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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

USAR holding history

USA Rare Earth, 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.

USAR overviewAll 13F holders of USARFull Q2 2026 holdings

Shares (Q2 2026)
81,706
Value
$1.76M
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of USAR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,706$1.76M<0.1%+35,872+78.3%AddedHolders
Q1 202645,834$693.7K<0.1%+22,800+99.0%AddedHolders
Q4 202523,034$274.1K<0.1%+11,314+96.5%AddedHolders
Q3 202511,720$201.5K<0.1%+11,720NewHolders