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Creative Planning »

Creative Planning - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Creative Planning going back to Jan. 24, 2012

Creative Planning 2023 Q4 - filed Feb. 14, 2024 - new!
Creative Planning 2023 Q3 - filed Nov. 16, 2023
Creative Planning 2023 Q2 - filed July 21, 2023
Creative Planning 2023 Q1 - filed May 15, 2023
Creative Planning 2022 Q4 - filed Feb. 10, 2023
Creative Planning 2022 Q3 - filed Nov. 3, 2022
Creative Planning 2022 Q2 - filed Aug. 15, 2022
Creative Planning 2022 Q1 - filed May 16, 2022
Creative Planning 2021 Q4 - filed Feb. 11, 2022
Creative Planning 2021 Q3 - filed Nov. 10, 2021
Creative Planning 2021 Q2 - filed Aug. 4, 2021
Creative Planning 2021 Q1 - filed April 30, 2021
Creative Planning 2020 Q4 - filed Jan. 29, 2021
Creative Planning 2020 Q3 - filed Nov. 5, 2020
Creative Planning 2020 Q2 - filed July 23, 2020
Creative Planning 2020 Q1 - filed May 5, 2020
Creative Planning 2019 Q4 - filed Jan. 30, 2020
Creative Planning 2019 Q3 - filed Nov. 1, 2019
Creative Planning 2019 Q2 - filed July 26, 2019
Creative Planning 2019 Q1 - filed April 24, 2019
Creative Planning 2018 Q4 restated - filed Feb. 12, 2019
Creative Planning 2018 Q4 - filed Feb. 1, 2019
Creative Planning 2018 Q3 - filed Oct. 25, 2018
Creative Planning 2018 Q2 - filed July 20, 2018
Creative Planning 2018 Q1 - filed April 18, 2018
Creative Planning 2017 Q4 - filed Jan. 17, 2018
Creative Planning 2017 Q3 - filed Oct. 17, 2017
Creative Planning 2017 Q2 - filed July 12, 2017
Creative Planning 2017 Q1 - filed April 7, 2017
Creative Planning 2016 Q4 - filed Jan. 9, 2017
Creative Planning 2016 Q3 - filed Oct. 12, 2016
Creative Planning 2016 Q2 - filed July 12, 2016
Creative Planning 2016 Q1 - filed April 8, 2016
Creative Planning 2015 Q4 - filed Jan. 11, 2016
Creative Planning 2015 Q3 - filed Oct. 9, 2015
Creative Planning 2015 Q2 - filed July 9, 2015
Creative Planning 2015 Q1 - filed April 13, 2015
Creative Planning 2014 Q4 - filed Jan. 29, 2015
Creative Planning 2014 Q3 - filed Oct. 10, 2014
Creative Planning 2014 Q2 - filed Aug. 20, 2014
Creative Planning 2014 Q1 - filed April 11, 2014
Creative Planning 2013 Q4 - filed Jan. 6, 2014
Creative Planning 2013 Q3 - filed Oct. 10, 2013
Creative Planning 2013 Q2 - filed July 9, 2013
Creative Planning 2013 Q1 - filed April 9, 2013
Creative Planning 2012 Q4 - filed Jan. 8, 2013
Creative Planning 2012 Q3 - filed Oct. 22, 2012
Creative Planning 2012 Q2 - filed Aug. 28, 2012
Creative Planning 2012 Q1 - filed June 19, 2012
Creative Planning 2011 Q4 - filed Jan. 24, 2012

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