Liquidia Corporation
US ˙ NasdaqCM ˙ US53635D2027

SecurityLQDA / Liquidia Corporation
InstitutionCreative Planning
Latest Disclosed Ownership40,031 shares
Latest Disclosed Value $ 1,510,776
Creative Planning reports 11.73% increase in ownership of LQDA / Liquidia Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 40,031 shares of Liquidia Corporation (US:LQDA) valued at $1,510,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,828 shares of Liquidia Corporation. This represents a change in shares of 11.73% during the quarter. The current value of the position is $2,229,326 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F LIQUIDIA COM NEW 53635D202 40,031 4,203 11.73 1,511 22.27 0.0010
2026-02-17 2025-12-31 13F LIQUIDIA COM NEW 53635D202 35,828 7,530 26.61 1,236 92.07 0.0009
2025-11-14 2025-09-30 13F LIQUIDIA COM NEW 53635D202 28,298 1,458 5.43 643 92.51 0.0005
2025-08-08 2025-06-30 13F LIQUIDIA COM NEW 53635D202 26,840 7,765 40.71 334 18.86 0.0003
2025-05-15 2025-03-31 13F LIQUIDIA COM NEW 53635D202 19,075 18,930 13,055.17 281 28,000.00 0.0003
2025-02-14 2024-12-31 13F LIQUIDIA COM NEW 53635D202 145 -16,878 -99.15 2 -99.41 0.0000
2024-10-11 2024-09-30 13F LIQUIDIA COM NEW 53635D202 17,023 17,023 170 0.0002
2024-02-14 2023-12-31 13F LIQUIDIA COM NEW 53635D202 0 -350 -100.00 0 -100.00
2023-11-16 2023-09-30 13F LIQUIDIA COM NEW 53635D202 350 350 2 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.