Position in SXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,025,787
+$697,059 QoQ
Shares Held
127,427
+152.4% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 234 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SXC Over Time
Shares Held
Position Value (USD)
Position in Coking Coal
Basic Materials · as of Jun 30, 2026Creative Planning holds $7,318,346 across 4 Coking Coal names. SXC ranks #3 (14.0% of the industry book) .
All Filings in SXC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,787 | 127,427 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $328,728 | 50,496 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $749,304 | 104,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $515,294 | 63,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,552 | 31,729 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $426,604 | 46,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $548,342 | 51,247 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $407,786 | 46,980 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $547,867 | 55,905 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $490,447 | 43,518 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $459,735 | 42,806 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $305,119 | 30,061 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $198,339 | 25,202 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||