Creative Planning portfolio

Q4 2015 · Holdings as of · Filed ·
$12.15BFull value: $12,150,509,000 · USD · 31 Dec 2015
reported in Form 13F

What changed in Q4 2015?

Share changes are unavailable for this filing. The holdings table remains available.

Creative Planning reported no stock holdings for Q4 2015. Check options holdings.
Filing details and SEC source
13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
What this filing covers

Period

Q4 2015

Calendar quarter covered by the filing.

13F holdings

4,243

Parsed equity rows, excluding option-only view rows.

Reported value

$12,150,509,000

SEC Form 13F market value, not total AUM.

Accepted by SEC

11 Jan 2016

EDGAR acceptance date.

How to read this filing
  • Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
  • Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
  • SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Katie Carver Nave - Director of Trading and Investments
Manager location
Overland Park, KS
Source evidence Original filing metadata and source links for verification. 5 source fields
Accepted by SEC
11 Jan 2016, 13:59:33 UTC
SEC form
13F-HR
Prior SEC filing
Q3 2015 - 09 Oct 2015
Next SEC filing
Q1 2016 - 08 Apr 2016
Source filing
View source filing
This view compares filing 2015 Q4 with 2015 Q3. Changes are calculated against the previous SEC filing.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Katie Carver Nave Director of Trading and Investments Leawood, Kansas 11 Jan 2016
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