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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AFG holding history

American Financial Group 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.

AFG overviewAll 13F holders of AFGFull Q2 2026 holdings

Shares (Q2 2026)
70,193
Value
$9.82M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AFG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,193$9.82M<0.1%+13,733+24.3%AddedHolders
Q1 202656,460$7.21M<0.1%+16,627+41.7%AddedHolders
Q4 202539,833$5.44M<0.1%+3,043+8.3%AddedHolders
Q3 202536,790$5.36M<0.1%+6,607+21.9%AddedHolders
Q2 202530,183$3.81M<0.1%+695+2.4%AddedHolders
Q1 202529,488$3.87M<0.1%+1,583+5.7%AddedHolders
Q4 202427,905$3.82M<0.1%+112+0.4%AddedHolders
Q3 202427,793$3.74M<0.1%+329+1.2%AddedHolders
Q2 202427,464$3.38M<0.1%+410+1.5%AddedHolders
Q1 202427,054$3.69M<0.1%−957−3.4%ReducedHolders
Q4 202328,011$3.33M<0.1%+645+2.4%AddedHolders
Q3 202327,366$3.06M<0.1%−1,457−5.1%ReducedHolders
Q2 202328,823$3.42M<0.1%+2,479+9.4%AddedHolders
Q1 202326,344$3.20M<0.1%+455+1.8%AddedHolders
Q4 202225,889$3.55M<0.1%+592+2.3%AddedHolders
Q3 202225,297$3.11M<0.1%+1,089+4.5%AddedHolders
Q2 202224,208$3.36M<0.1%+953+4.1%AddedHolders
Q1 202223,255$3.39M<0.1%−5,530−19.2%ReducedHolders
Q4 202128,785$3.95M<0.1%+20,392+243.0%AddedHolders
Q3 20218,393$1.06M<0.1%00.0%UnchangedHolders
Q2 20218,393$1.05M<0.1%−1,551−15.6%ReducedHolders
Q1 20219,944$1.14M<0.1%––Holders

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