Question 1

How many shares of CLDX does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 35,670 shares of CLDX (Celldex Therapeutics, Inc.).

Question 2

What is Creative Planning's CLDX position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's CLDX position is worth $1.3M.

Question 3

Is Creative Planning buying or selling CLDX?

Accepted Answer

In 2026-Q2, Creative Planning increased their CLDX position (+6.7% change in shares).

Question 4

When did Creative Planning first buy CLDX?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in CLDX in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	35,670	+6.7%	$1.3M	0.0%	$37.21	27
2026-Q1	Increased	33,436	+6.5%	$1.1M	0.0%	$28.94	27
2025-Q4	Decreased	31,404	-5.6%	$852,933	0.0%	$26.43	0
2025-Q3	Increased	33,270	+11.3%	$860,694	0.0%	$26.19	28
2025-Q2	Increased	29,902	+26.3%	$608,505	0.0%	$20.29	30
2025-Q1	Increased	23,669	+19.2%	$429,592	0.0%	$19.93	28
2024-Q4	Increased	19,854	+34.0%	$501,711	0.0%	$25.12	31
2024-Q3	New	14,819	—	$503,698	0.0%	$33.20	33