Skip to main content

Creative Planning

Position in CLPT — ClearPoint Neuro, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CLPT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$420,738
+$253,569 QoQ
Shares Held
23,584
+93.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 128 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CLPT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Creative Planning holds $376,849,771 across 72 Medical Devices names. CLPT ranks #43 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CLPT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $420,738 23,584
2025-12-31 $167,169 12,220