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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AME holding history

Ametek 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.

AME overviewAll 13F holders of AMEFull Q2 2026 holdings

Shares (Q2 2026)
86,215
Value
$20.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AME by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,215$20.9M<0.1%+16,040+22.9%AddedHolders
Q1 202670,175$15.0M<0.1%+15,621+28.6%AddedHolders
Q4 202554,554$11.2M<0.1%+7,140+15.1%AddedHolders
Q3 202547,414$8.91M<0.1%+12,392+35.4%AddedHolders
Q2 202535,022$6.34M<0.1%+5,826+20.0%AddedHolders
Q1 202529,196$5.03M<0.1%+501+1.7%AddedHolders
Q4 202428,695$5.17M<0.1%+3,261+12.8%AddedHolders
Q3 202425,434$4.37M<0.1%+1,488+6.2%AddedHolders
Q2 202423,946$3.99M<0.1%+1,121+4.9%AddedHolders
Q1 202422,825$4.17M<0.1%+3,131+15.9%AddedHolders
Q4 202319,694$3.25M<0.1%+1,374+7.5%AddedHolders
Q3 202318,320$2.71M<0.1%+39+0.2%AddedHolders
Q2 202318,281$2.96M<0.1%+2,393+15.1%AddedHolders
Q1 202315,888$2.31M<0.1%−468−2.9%ReducedHolders
Q4 202216,356$2.29M<0.1%+3,294+25.2%AddedHolders
Q3 202213,062$1.48M<0.1%+1,210+10.2%AddedHolders
Q2 202211,852$1.30M<0.1%−13,760−53.7%ReducedHolders
Q1 202225,612$3.41M<0.1%+128+0.5%AddedHolders
Q4 202125,484$3.75M<0.1%+190+0.8%AddedHolders
Q3 202125,294$3.14M<0.1%+14,568+135.8%AddedHolders
Q2 202110,726$1.43M<0.1%−14,991−58.3%ReducedHolders
Q1 202125,717$3.29M<0.1%––Holders

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