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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AI holding history

C3.ai, 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.

AI overviewAll 13F holders of AIFull Q2 2026 holdings

Shares (Q2 2026)
175,233
Value
$1.59M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026175,233$1.59M<0.1%+25,082+16.7%AddedHolders
Q1 2026150,151$1.26M<0.1%+52,679+54.0%AddedHolders
Q4 202597,472$1.31M<0.1%+23,459+31.7%AddedHolders
Q3 202574,013$1.28M<0.1%−11,346−13.3%ReducedHolders
Q2 202585,359$2.10M<0.1%+11,894+16.2%AddedHolders
Q1 202573,465$1.55M<0.1%+18,955+34.8%AddedHolders
Q4 202454,510$1.88M<0.1%−2,063−3.6%ReducedHolders
Q3 202456,573$1.37M<0.1%+3,712+7.0%AddedHolders
Q2 202452,861$1.53M<0.1%+9,986+23.3%AddedHolders
Q1 202442,875$1.16M<0.1%+7,516+21.3%AddedHolders
Q4 202335,359$1.02M<0.1%+8,915+33.7%AddedHolders
Q3 202326,444$674.9K<0.1%−2,371−8.2%ReducedHolders
Q2 202328,815$1.05M<0.1%−7,741−21.2%ReducedHolders
Q1 202336,556$1.23M<0.1%−7,592−17.2%ReducedHolders
Q4 202244,148$494.0K<0.1%+29,345+198.2%AddedHolders
Q3 202214,803$185.0K<0.1%−3,885−20.8%ReducedHolders
Q2 202218,688$341.0K<0.1%−41,920−69.2%ReducedHolders
Q1 202260,608$1.38M<0.1%+49,110+427.1%AddedHolders
Q4 202111,498$359.0K<0.1%−505−4.2%ReducedHolders
Q3 202112,003$556.0K<0.1%+1,889+18.7%AddedHolders
Q2 202110,114$632.0K<0.1%+2,688+36.2%AddedHolders
Q1 20217,426$489.0K<0.1%––Holders

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