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Clearw.a.hld. shares owned by Creative Planning

Quarter-by-quarter ownership of Clearw.a.hld. (CWAN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Clearw.a.hld.

Tip: Access up to 7 years of quarterly data

All positions including Clearw.a.hld. held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clearw.a.hld. by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 196k 24.12
2025-09-30 $878k 49k 18.02
2025-06-30 $481k 22k 21.93
2025-03-31 $1.3M 47k 26.80
2024-12-31 $917k 33k 27.52
2024-09-30 $505k 20k 25.25

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Top funds holding Clearw.a.hld.

Vanguard Group
BlackRock
Wellington Management Company
Starboard Value
Daniel D. Thurber
Bamco
Norges Bank Investment Management
William Blair $ Company
Jpmorgan Chase & Co
Geode Capital Management
State Street Corporation
HMI Capital
Conestoga Capital Advisors
Capital World Investors
William Blair Investment Management

View all funds holding Clearw.a.hld.