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Creative Planning

Position in CXDO — Crexendo, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CXDO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$823,022
-$1,793,576 QoQ
Shares Held
110,177
-74.0% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 126 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CXDO Over Time

Shares Held

Position Value (USD)

Position in Telecom Services

Communication Services · as of Jun 30, 2026

Creative Planning holds $360,373,825 across 36 Telecom Services names. CXDO ranks #29 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CXDO

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $823,022 110,177
2026-03-31 $2,616,598 424,084
2025-12-31 $3,434,560 530,844
2025-09-30 $3,449,842 530,745
2025-06-30 $3,220,723 530,597
2025-03-31 $2,584,007 530,597
2024-12-31 $2,791,726 533,791
2024-09-30 $2,461,970 530,597
2024-06-30 $4,428,634 1,408,151
2024-03-31 $2,552,171 530,597
2023-12-31 $2,577,173 531,376
2023-09-30 $1,119,559 530,597
2023-06-30 $933,850 530,597
2023-03-31 $875,485 530,597
2022-12-31 $1,008,134 530,597
2022-09-30 $1,314,026 547,511
2022-06-30 $1,753,084 565,511