Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
VEL holding history
Velocity Financial, 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.
VEL overviewAll 13F holders of VELFull Q2 2026 holdings
- Shares (Q2 2026)
- 54,853
- Value
- $1.01M
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 54,853 | $1.01M | <0.1% | +955+1.8% | Added | Holders |
| Q1 2026 | 53,898 | $975.0K | <0.1% | −3,058−5.4% | Reduced | Holders |
| Q4 2025 | 56,956 | $1.18M | <0.1% | +9,508+20.0% | Added | Holders |
| Q3 2025 | 47,448 | $860.7K | <0.1% | −19,796−29.4% | Reduced | Holders |
| Q2 2025 | 67,244 | $1.25M | <0.1% | +67,244 | New | Holders |