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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ADC holding history

Agree Realty Corp 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.

ADC overviewAll 13F holders of ADCFull Q2 2026 holdings

Shares (Q2 2026)
244,958
Value
$18.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ADC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026244,958$18.6M<0.1%+32,965+15.6%AddedHolders
Q1 2026211,993$16.0M<0.1%+45,535+27.4%AddedHolders
Q4 2025166,458$12.0M<0.1%+46,694+39.0%AddedHolders
Q3 2025119,764$8.51M<0.1%+31,828+36.2%AddedHolders
Q2 202587,936$6.42M<0.1%+5,713+6.9%AddedHolders
Q1 202582,223$6.35M<0.1%+6,715+8.9%AddedHolders
Q4 202475,508$5.32M<0.1%+14,241+23.2%AddedHolders
Q3 202461,267$4.62M<0.1%+4,448+7.8%AddedHolders
Q2 202456,819$3.52M<0.1%+26,398+86.8%AddedHolders
Q1 202430,421$1.74M<0.1%+5,701+23.1%AddedHolders
Q4 202324,720$1.56M<0.1%+9,357+60.9%AddedHolders
Q3 202315,363$848.7K<0.1%−257−1.6%ReducedHolders
Q2 202315,620$1.02M<0.1%+6,676+74.6%AddedHolders
Q1 20238,944$613.6K<0.1%+147+1.7%AddedHolders
Q4 20228,797$624.0K<0.1%−596−6.3%ReducedHolders
Q3 20229,393$635.0K<0.1%+1,659+21.5%AddedHolders
Q2 20227,734$558.0K<0.1%−1,957−20.2%ReducedHolders
Q1 20229,691$643.0K<0.1%+135+1.4%AddedHolders
Q4 20219,556$682.0K<0.1%+7+0.1%AddedHolders
Q3 20219,549$632.0K<0.1%+2,945+44.6%AddedHolders
Q2 20216,604$466.0K<0.1%−1,281−16.2%ReducedHolders
Q1 20217,885$531.0K<0.1%––Holders

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