Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
ZSQR holding history
Z Squared 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.
ZSQR overviewAll 13F holders of ZSQRFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −32,255−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q3 2024 | 645,104 | $116.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 645,104 | $186.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 645,104 | $191.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 645,104 | $505.7K | <0.1% | +10.0% | Added | Holders |
| Q3 2023 | 645,103 | $748.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 645,103 | $999.9K | <0.1% | +645,103 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −645,103−100.0% | Sold out | Holders |
| Q4 2022 | 645,103 | $987.8K | <0.1% | +645,103 | New | Holders |