Creative Planning’s Lightbridge LTBR Stock Holding History

Creative Planning’s Portfolio LTBR Stock Details LTBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161K	Buy	+18,267	New	+$206K	﹤0.01%	3941
2019 Q4	–	Sell	-2,692	Closed	-$23K	–	2067
2019 Q3	$23K	Hold	2,692	–	–	﹤0.01%	1850
2019 Q2	$21K	Hold	2,692	–	–	﹤0.01%	1888
2019 Q1	$18K	Hold	2,692	–	–	﹤0.01%	1846
2018 Q4	$18K	Hold	2,692	–	–	﹤0.01%	1795
2018 Q3	$30K	Hold	2,692	–	–	﹤0.01%	1918
2018 Q2	$32K	Hold	2,692	–	–	﹤0.01%	1878
2018 Q1	$38K	Buy	+2,692	New	+$51.2K	﹤0.01%	1842
2017 Q3	–	Sell	-175	Closed	-$4K	–	2927
2017 Q2	$4K	Hold	175	–	–	﹤0.01%	4103
2017 Q1	$3K	Hold	175	–	–	﹤0.01%	4169
2016 Q4	$2K	Hold	175	–	–	﹤0.01%	4283
2016 Q3	$4K	Hold	175	–	–	﹤0.01%	3981
2016 Q2	$5K	Hold	175	–	–	﹤0.01%	3651
2016 Q1	$6K	Hold	175	–	–	﹤0.01%	3501
2015 Q4	$11K	Hold	175	–	–	﹤0.01%	3247
2015 Q3	$9K	Hold	175	–	–	﹤0.01%	3269
2015 Q2	$12K	Hold	175	–	–	﹤0.01%	1085
2015 Q1	$13K	Hold	175	–	–	﹤0.01%	3021
2014 Q4	$16K	Hold	175	–	–	﹤0.01%	2815
2014 Q3	$24K	Hold	175	–	–	﹤0.01%	2420
2014 Q2	$29K	Hold	175	–	–	﹤0.01%	2254
2014 Q1	$28K	Sell	175 -17	-9%	-$2.68K	﹤0.01%	2176
2013 Q4	$17K	Hold	192	–	–	﹤0.01%	2287
2013 Q3	$21K	Hold	192	–	–	﹤0.01%	2070
2013 Q2	$20K	Buy	+192	New	+$18.8K	﹤0.01%	1928

Other funds holding LTBR

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's LTBR Position: Q2 2026 in Review

Creative Planning opened a new position in Lightbridge (LTBR) in Q2 2026: 18,267 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #3941 among its holdings. This is a return to the name: Creative Planning previously reported a position in LTBR as recently as Q3 2019.

Creative Planning first reported a position in LTBR in Q2 2013 and has held it in 25 quarters since. 130 funds tracked by Wall St. Rank hold LTBR as of Q2 2026.

Creative Planning held 18,267 shares of Lightbridge worth $161K as of Q2 2026.
Lightbridge was a new Creative Planning position in Q2 2026.
Lightbridge made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3941 holding.
Creative Planning first reported a position in Lightbridge in Q2 2013 and has held it in 25 quarters since.
130 funds tracked by Wall St. Rank held Lightbridge as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.