Creative Planning

Position in LFST — LifeStance Health Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in LFST

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,767,362

-$68,712 QoQ

Shares Held

277,451

+6.4% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.6357879409337144.ToString("F0")% Shared 0.ToString("F0")% None 99.36421205906628.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $104,082,890 across 34 Medical Care Facilities names. LFST ranks #12 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	86,571	$40,968,859
2	ENSG	Ensign Group, Inc	68,759	$13,854,938
3	EHC	Encompass Health Corp	59,903	$5,794,417
4	UHS	Universal Health Services Inc	28,333	$5,070,757
5	THC	Tenet Healthcare Corp	26,093	$4,924,010
6	FMS	Fresenius Medical Care AG	183,818	$4,146,934
7	OPCH	Option Care Health, Inc.	121,521	$3,271,345
8	CHE	Chemed Corp	8,152	$3,079,336

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,767,362	277,451	+6.4%	Shares	Sole	2026-05-12
2025-12-31	$1,836,074	260,806	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$1,429,235	259,861	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.