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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AGO holding history

Assured Guaranty Ltd 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.

AGO overviewAll 13F holders of AGOFull Q2 2026 holdings

Shares (Q2 2026)
26,698
Value
$2.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AGO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,698$2.14M<0.1%+4,233+18.8%AddedHolders
Q1 202622,465$1.83M<0.1%+6,228+38.4%AddedHolders
Q4 202516,237$1.46M<0.1%+1,410+9.5%AddedHolders
Q3 202514,827$1.26M<0.1%+4,063+37.7%AddedHolders
Q2 202510,764$937.6K<0.1%−1,254−10.4%ReducedHolders
Q1 202512,018$1.06M<0.1%−192−1.6%ReducedHolders
Q4 202412,210$1.10M<0.1%+1,070+9.6%AddedHolders
Q3 202411,140$885.9K<0.1%+135+1.2%AddedHolders
Q2 202411,005$849.0K<0.1%+153+1.4%AddedHolders
Q1 202410,852$946.8K<0.1%+665+6.5%AddedHolders
Q4 202310,187$762.3K<0.1%+1,729+20.4%AddedHolders
Q3 20238,458$511.9K<0.1%−818−8.8%ReducedHolders
Q2 20239,276$517.6K<0.1%+4,430+91.4%AddedHolders
Q1 20234,846$243.6K<0.1%−4,284−46.9%ReducedHolders
Q4 20229,130$568.4K<0.1%+4,322+89.9%AddedHolders
Q3 20224,808$233.0K<0.1%+548+12.9%AddedHolders
Q2 20224,260$238.0K<0.1%+18+0.4%AddedHolders
Q1 20224,242$270.0K<0.1%+84+2.0%AddedHolders
Q4 20214,158$209.0K<0.1%−1,598−27.8%ReducedHolders
Q3 20215,756$269.0K<0.1%00.0%UnchangedHolders
Q2 20215,756$273.0K<0.1%00.0%UnchangedHolders
Q1 20215,756$243.0K<0.1%––Holders

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