Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

ZVIA holding history

Zevia PBC 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.

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

Shares (Q2 2026): 23,859
Value: $38.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of ZVIA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,859	$38.9K	<0.1%	+13,096+121.7%	Added	Holders
Q1 2026	10,763	$12.6K	<0.1%	+10,763	New	Holders
Q2 2023	0	$0	0.0%	−237−100.0%	Sold out	Holders
Q1 2023	237	$913	<0.1%	+237	New	Holders