Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

VATE holding history

INNOVATE 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2024

Holdings of VATE by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−5,600−100.0%	Sold outConverted for a 1-for-10 split	Holders
Q2 2024	56,000	$33.9K	<0.1%	+56,000	New	Holders