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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AAON holding history

Aaon, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAON overviewAll 13F holders of AAONFull Q2 2026 holdings

Shares (Q2 2026)
19,930
Value
$2.53M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AAON by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,930$2.53M<0.1%+1,552+8.4%AddedHolders
Q1 202618,378$1.52M<0.1%+2,676+17.0%AddedHolders
Q4 202515,702$1.20M<0.1%−2,217−12.4%ReducedHolders
Q3 202517,919$1.67M<0.1%−1,523−7.8%ReducedHolders
Q2 202519,442$1.43M<0.1%−2,112−9.8%ReducedHolders
Q1 202521,554$1.68M<0.1%+319+1.5%AddedHolders
Q4 202421,235$2.50M<0.1%−438−2.0%ReducedHolders
Q3 202421,673$2.34M<0.1%+3,252+17.7%AddedHolders
Q2 202418,421$1.61M<0.1%+3,925+27.1%AddedHolders
Q1 202414,496$1.28M<0.1%+2,445+20.3%AddedHolders
Q4 202312,051$890.2K<0.1%+1,016+9.2%AddedHolders
Q3 202311,035$627.6K<0.1%+3,505+46.5%AddedHolders
Q2 20237,530$713.9K<0.1%+106+1.4%AddedHolders
Q1 20237,424$717.8K<0.1%+835+12.7%AddedHolders
Q4 20226,589$496.3K<0.1%−1,180−15.2%ReducedHolders
Q3 20227,769$419.0K<0.1%+1,743+28.9%AddedHolders
Q2 20226,026$330.0K<0.1%+90+1.5%AddedHolders
Q1 20225,936$331.0K<0.1%+31+0.5%AddedHolders
Q4 20215,905$469.0K<0.1%+238+4.2%AddedHolders
Q3 20215,667$370.0K<0.1%+76+1.4%AddedHolders
Q2 20215,591$350.0K<0.1%+39+0.7%AddedHolders
Q1 20215,552$389.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.