Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ZEO holding history

Zeo Energy 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.

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

Shares (Q2 2026): 17,107
Value: $11.3K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ZEO by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,107	$11.3K	<0.1%	−171−1.0%	Reduced	Holders
Q1 2026	17,278	$9.92K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	17,278	$18.8K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	17,278	$23.3K	<0.1%	+17,278	New	Holders