Period
Q4 2015
Calendar quarter covered by the filing.
Creative Planning
Q4 2015 13F Holdings Report, Options Holdings
- Options holdings as of
- 31 Dec 2015
- Options notional value
- $590,000
- Option positions
- 139
- What this filing covers
-
Option positions
139Parsed option rows from the information table.
Reported notional
$590,000SEC-reported option notional, not total AUM.
Accepted by SEC
11 Jan 2016EDGAR acceptance date.
How to read this filing
- Use this page alongside the equity portfolio view; option notional is not directly comparable with reported 13F market value.
- Open the table below for issuer-level option positions and then verify unusual rows against the original filing.
- SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
- Manager signature
- Katie Carver Nave - Director of Trading and Investments
- Manager location
- Overland Park, KS
- Accepted by SEC
- 11 Jan 2016, 13:59:33 UTC
- Prior SEC filing
- Q3 2015 - 09 Oct 2015
- Next SEC filing
- Q1 2016 - 08 Apr 2016
- Stock holdings
- Showing options holdings. Open equity holdings.
Options snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Source evidence
Original filing metadata and source links for verification.
3 source fields
Related views
1 detail
Creative Planning Q4 2015 Portfolio
Creative Planning reported no options holdings for Q4 2015.
Check stock holdings.
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 |