Question 1

Does Creative Planning own KG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Creative Planning holds 10,125 shares of KG (Kestrel Group), worth $91,125.

Question 2

How many shares of KG does Creative Planning own?

Accepted Answer

As of its Q2 2026 13F, Creative Planning holds 10,125 shares of KG (Kestrel Group).

Question 3

What is Creative Planning's KG position worth?

Accepted Answer

As of its Q2 2026 13F, Creative Planning's KG position is worth $91,125.

Question 4

Is Creative Planning buying or selling KG?

Accepted Answer

In Q2 2026, Creative Planning reduced its KG position by 372 shares (-3.5%).

Question 5

When did Creative Planning first buy KG?

Accepted Answer

Creative Planning already held KG in its Q2 2025 13F, the earliest on record, and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	10,125	-3.5%	$91,125	0.0%	$9.00	0
2026-Q1	New	10,497	-	$113,368	0.0%	$10.80	30
2025-Q4	Exited	0	-100.0%	$0	0.0%	$10.24	0
2025-Q3	Increased	10,744	+4.8%	$293,419	0.0%	$27.31	25
2025-Q2	New	10,248	-	$271,777	0.0%	$26.52	32

KG5 quarters

KG
5 quarters