Question 1

How many shares of CCLD does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 67,964 shares of CCLD (CARECLOUD INC).

Question 2

What is Creative Planning's CCLD position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's CCLD position is worth $144,084.

Question 3

Is Creative Planning buying or selling CCLD?

Accepted Answer

In 2026-Q2, Creative Planning decreased their CCLD position (-0.8% change in shares).

Question 4

When did Creative Planning first buy CCLD?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in CCLD in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	67,964	-0.8%	$144,084	0.0%	$2.12	0
2026-Q1	Increased	68,506	+3.3%	$250,047	0.0%	$3.65	24
2025-Q4	Unchanged	66,350	0.0%	$193,742	0.0%	$2.92	0
2025-Q3	Unchanged	66,350	0.0%	$212,984	0.0%	$3.21	0
2025-Q2	Decreased	66,350	-5.3%	$156,586	0.0%	$2.36	0
2025-Q1	New	70,091	-	$97,426	0.0%	$1.39	30

CCLD6 quarters

CCLD
6 quarters