Question 1

How many shares of SEZL does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 17,017 shares of SEZL (SEZZLE INC).

Question 2

What is Creative Planning's SEZL position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's SEZL position is worth $2.9M.

Question 3

Is Creative Planning buying or selling SEZL?

Accepted Answer

In 2026-Q2, Creative Planning increased their SEZL position (+8.7% change in shares).

Question 4

When did Creative Planning first buy SEZL?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in SEZL in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	17,017	+8.7%	$2.9M	0.0%	$171.63	29
2026-Q1	Increased	15,655	+6.8%	$990,784	0.0%	$73.44	27
2025-Q4	Decreased	14,661	-3.6%	$930,607	0.0%	$65.01	0
2025-Q3	Decreased	15,209	-3.0%	$1.2M	0.0%	$81.40	0
2025-Q2	Decreased	15,674	-2.4%	$2.8M	0.0%	$165.40	0
2025-Q1	Increased	16,052	+479.1%	$560,054	0.0%	$35.17	39
2024-Q4	Increased	2,772	+23.4%	$709,078	0.0%	$42.50	30
2024-Q3	New	2,246	-	$383,145	0.0%	$28.82	33

SEZL8 quarters

SEZL
8 quarters