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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AFRM holding history

Affirm Holdings, 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.

AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings

Shares (Q2 2026)
71,069
Value
$5.80M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of AFRM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,069$5.80M<0.1%+11,447+19.2%AddedHolders
Q1 202659,622$2.73M<0.1%+26,977+82.6%AddedHolders
Q4 202532,645$2.43M<0.1%+4,312+15.2%AddedHolders
Q3 202528,333$2.07M<0.1%+5,633+24.8%AddedHolders
Q2 202522,700$1.57M<0.1%+2,553+12.7%AddedHolders
Q1 202520,147$910.4K<0.1%+6,515+47.8%AddedHolders
Q4 202413,632$830.2K<0.1%+1,062+8.4%AddedHolders
Q3 202412,570$513.1K<0.1%+1,342+12.0%AddedHolders
Q2 202411,228$339.2K<0.1%+1,132+11.2%AddedHolders
Q1 202410,096$376.2K<0.1%−304−2.9%ReducedHolders
Q4 202310,400$511.1K<0.1%−17,623−62.9%ReducedHolders
Q3 202328,023$596.0K<0.1%+1,901+7.3%AddedHolders
Q2 202326,122$400.4K<0.1%+1,219+4.9%AddedHolders
Q1 202324,903$280.7K<0.1%+2,436+10.8%AddedHolders
Q4 202222,467$217.3K<0.1%+2,477+12.4%AddedHolders
Q3 202219,990$375.0K<0.1%+4,162+26.3%AddedHolders
Q2 202215,828$286.0K<0.1%+7,517+90.4%AddedHolders
Q1 20228,311$385.0K<0.1%+8,311NewHolders
Q2 20210$00.0%−7,420−100.0%Sold outHolders
Q1 20217,420$525.0K<0.1%––Holders

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