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Creative Planning

Position in CELC — Celcuity Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CELC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$4,019,896
+$1,928,149 QoQ
Shares Held
35,219
+67.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0.6189840710979869.ToString("F0")% Shared 0.ToString("F0")% None 99.38101592890202.ToString("F0")%

Common Shares in CELC Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Creative Planning holds $360,319,340 across 212 Biotechnology names. CELC ranks #26 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CELC

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,019,896 35,219
2025-12-31 $2,091,747 20,972
2025-09-30 $849,630 17,199
2025-06-30 $177,434 13,291