Question 1

Does Creative Planning own IDLV stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Creative Planning holds 617,208 shares of IDLV, worth $21.1M.

Question 2

How many shares of IDLV does Creative Planning own?

Accepted Answer

As of its Q3 2026 13F, Creative Planning holds 617,208 shares of IDLV.

Question 3

What is Creative Planning's IDLV position worth?

Accepted Answer

As of its Q3 2026 13F, Creative Planning's IDLV position is worth $21.1M.

Question 4

Is Creative Planning buying or selling IDLV?

Accepted Answer

In Q3 2026, Creative Planning reduced its IDLV position by 3,969 shares (-0.6%).

Question 5

When did Creative Planning first buy IDLV?

Accepted Answer

Creative Planning already held IDLV in its Q4 2018 13F, the earliest on record, and has listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	617,208	-0.6%	$21.1M	0.0%	$34.18	0
2026-Q2	Decreased	621,177	-0.8%	$21.4M	0.0%	$34.19	0
2026-Q1	Decreased	626,430	-0.9%	$21.6M	0.0%	$33.64	0
2025-Q4	New	631,879	-	$21.4M	0.0%	$32.83	39
2021-Q2	Exited	0	-100.0%	$0	0.0%	$25.19	0
2021-Q1	Increased	16,831	+0.4%	$512,000	0.0%	$24.59	24
2020-Q4	Decreased	16,764	-2.0%	$503,000	0.0%	$24.08	0
2020-Q3	Increased	17,115	+14.6%	$487,000	0.0%	$22.81	28
2020-Q2	New	14,938	-	$412,000	0.0%	$22.12	33
2019-Q1	Exited	0	-100.0%	$0	0.0%	$24.59	0
2018-Q4	First report	8,860	-	$264,000	0.0%	$22.26	0

IDLV11 quarters

IDLV
11 quarters