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Velocity Finl shares owned by Creative Planning

Quarter-by-quarter ownership of Velocity Finl (VEL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Velocity Finl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Velocity Finl by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $861k 47k 18.14
2025-06-30 $1.2M 67k 18.54

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View all positions for Creative Planning

Top funds holding Velocity Finl

Snow Phipps Group
Allianz Asset Management
Beach Point Capital Management
BlackRock
Caption Management
Vanguard Group
Dimensional Fund Advisors
Adage Capital Partners GP
HAP Trading
Geode Capital Management
Millennium Management
Wolverine Trading
State Street Corporation
Goldman Sachs Group
American Century Companies

View all funds holding Velocity Finl