Creative Planning »

Carecloud shares owned by Creative Planning

Quarter-by-quarter ownership of Carecloud (CCLD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Carecloud

Tip: Access up to 7 years of quarterly data

All positions including Carecloud held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carecloud by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $194k 66k 2.92
2025-09-30 $213k 66k 3.21
2025-06-30 $157k 66k 2.36
2025-03-31 $97k 70k 1.39