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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ACN holding history

Accenture plc 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.

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
426,697
Value
$53.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026426,697$53.1M<0.1%+140,331+49.0%AddedHolders
Q1 2026286,366$56.8M<0.1%−14,199−4.7%ReducedHolders
Q4 2025300,565$80.6M0.1%+47,723+18.9%AddedHolders
Q3 2025252,842$62.4M<0.1%−10,592−4.0%ReducedHolders
Q2 2025263,434$78.7M0.1%+7,647+3.0%AddedHolders
Q1 2025255,787$79.8M0.1%+4,287+1.7%AddedHolders
Q4 2024251,500$88.5M0.1%+3,776+1.5%AddedHolders
Q3 2024247,724$87.6M0.1%+12,993+5.5%AddedHolders
Q2 2024234,731$71.2M0.1%+10,559+4.7%AddedHolders
Q1 2024224,172$77.7M0.1%+13,164+6.2%AddedHolders
Q4 2023211,008$74.0M0.1%−49,132−18.9%ReducedHolders
Q3 2023260,140$79.9M0.1%+45,882+21.4%AddedHolders
Q2 2023214,258$66.1M0.1%+10,199+5.0%AddedHolders
Q1 2023204,059$58.3M0.1%−315−0.2%ReducedHolders
Q4 2022204,374$54.5M0.1%+13,814+7.2%AddedHolders
Q3 2022190,560$49.0M0.1%+10,245+5.7%AddedHolders
Q2 2022180,315$50.1M0.1%+6,701+3.9%AddedHolders
Q1 2022173,614$58.5M0.1%+78,052+81.7%AddedHolders
Q4 202195,562$39.6M0.1%+8,154+9.3%AddedHolders
Q3 202187,408$28.0M<0.1%−1,076−1.2%ReducedHolders
Q2 202188,484$26.1M<0.1%−10,924−11.0%ReducedHolders
Q1 202199,408$27.5M0.1%––Holders

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