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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ADPT holding history

Adaptive Biotechnologies 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.

ADPT overviewAll 13F holders of ADPTFull Q2 2026 holdings

Shares (Q2 2026)
82,533
Value
$1.77M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ADPT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,533$1.77M<0.1%−910−1.1%ReducedHolders
Q1 202683,443$1.16M<0.1%−1,410−1.7%ReducedHolders
Q4 202584,853$1.38M<0.1%+6,242+7.9%AddedHolders
Q3 202578,611$1.18M<0.1%+5,007+6.8%AddedHolders
Q2 202573,604$857.5K<0.1%+27,532+59.8%AddedHolders
Q1 202546,072$342.3K<0.1%−5,486−10.6%ReducedHolders
Q4 202451,558$309.1K<0.1%+2,234+4.5%AddedHolders
Q3 202449,324$252.5K<0.1%+1,918+4.0%AddedHolders
Q2 202447,406$171.6K<0.1%+24,952+111.1%AddedHolders
Q1 202422,454$72.1K<0.1%+2,142+10.5%AddedHolders
Q4 202320,312$99.5K<0.1%+190+0.9%AddedHolders
Q3 202320,122$109.7K<0.1%−8,407−29.5%ReducedHolders
Q2 202328,529$191.4K<0.1%+7,297+34.4%AddedHolders
Q1 202321,232$187.5K<0.1%+106+0.5%AddedHolders
Q4 202221,126$161.4K<0.1%+1,887+9.8%AddedHolders
Q3 202219,239$137.0K<0.1%+94+0.5%AddedHolders
Q2 202219,145$155.0K<0.1%−130−0.7%ReducedHolders
Q1 202219,275$268.0K<0.1%+131+0.7%AddedHolders
Q4 202119,144$537.0K<0.1%−236−1.2%ReducedHolders
Q3 202119,380$659.0K<0.1%00.0%UnchangedHolders
Q2 202119,380$792.0K<0.1%−1,307−6.3%ReducedHolders
Q1 202120,687$833.0K<0.1%––Holders

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