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Red Violet shares owned by Creative Planning

Quarter-by-quarter ownership of Red Violet (RDVT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Red Violet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Red Violet by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 7.6k 52.25
2025-06-30 $338k 6.9k 49.20

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Red Violet

Vanguard Group
BlackRock
Daniel D. Thurber
Ophir Asset Management Pty
Trigran Investments
Ashford Capital Management
Brown Capital Management
Geode Capital Management
State Street Corporation
Pembroke Management
Herald Investment Management
Russell Investments
Dimensional Fund Advisors
Nantahala Capital Management
Morgan Stanley

View all funds holding Red Violet