Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
UTL holding history
Unitil Corp 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.
UTL overviewAll 13F holders of UTLFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,448
- Value
- $866.6K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,448 | $866.6K | <0.1% | +3,203+24.2% | Added | Holders |
| Q1 2026 | 13,245 | $691.9K | <0.1% | +996+8.1% | Added | Holders |
| Q4 2025 | 12,249 | $593.3K | <0.1% | +2,785+29.4% | Added | Holders |
| Q3 2025 | 9,464 | $452.9K | <0.1% | +415+4.6% | Added | Holders |
| Q2 2025 | 9,049 | $471.9K | <0.1% | +2,415+36.4% | Added | Holders |
| Q1 2025 | 6,634 | $382.7K | <0.1% | −39−0.6% | Reduced | Holders |
| Q4 2024 | 6,673 | $361.6K | <0.1% | −482−6.7% | Reduced | Holders |
| Q3 2024 | 7,155 | $433.4K | <0.1% | +397+5.9% | Added | Holders |
| Q2 2024 | 6,758 | $350.0K | <0.1% | +218+3.3% | Added | Holders |
| Q1 2024 | 6,540 | $342.4K | <0.1% | −102−1.5% | Reduced | Holders |
| Q4 2023 | 6,642 | $349.2K | <0.1% | +533+8.7% | Added | Holders |
| Q3 2023 | 6,109 | $260.9K | <0.1% | −208−3.3% | Reduced | Holders |
| Q2 2023 | 6,317 | $320.3K | <0.1% | +168+2.7% | Added | Holders |
| Q1 2023 | 6,149 | $350.7K | <0.1% | +98+1.6% | Added | Holders |
| Q4 2022 | 6,051 | $310.8K | <0.1% | +6,051 | New | Holders |