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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AMX holding history

America Movil SAB de CV 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.

AMX overviewAll 13F holders of AMXFull Q2 2026 holdings

Shares (Q2 2026)
173,099
Value
$4.50M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026173,099$4.50M<0.1%+14,944+9.4%AddedHolders
Q1 2026158,155$4.03M<0.1%+31,988+25.4%AddedHolders
Q4 2025126,167$2.61M<0.1%+19,670+18.5%AddedHolders
Q3 2025106,497$2.24M<0.1%−27,973−20.8%ReducedHolders
Q2 2025134,470$2.41M<0.1%+18,117+15.6%AddedHolders
Q1 2025116,353$1.65M<0.1%−497−0.4%ReducedHolders
Q4 2024116,850$1.67M<0.1%+7,315+6.7%AddedHolders
Q3 2024109,535$1.79M<0.1%−15,352−12.3%ReducedHolders
Q2 2024124,887$2.12M<0.1%−22,962−15.5%ReducedHolders
Q1 2024147,849$2.76M<0.1%+4,583+3.2%AddedHolders
Q4 2023143,266$2.65M<0.1%−7,860−5.2%ReducedHolders
Q3 2023151,126$2.62M<0.1%+11,484+8.2%AddedHolders
Q2 2023139,642$3.02M<0.1%−70.0%ReducedHolders
Q1 2023139,649$2.94M<0.1%+2,967+2.2%AddedHolders
Q4 2022136,682$2.49M<0.1%−2,106−1.5%ReducedHolders
Q3 2022138,788$2.29M<0.1%+1,937+1.4%AddedHolders
Q2 2022136,851$2.80M<0.1%+79,248+137.6%AddedHolders
Q1 202257,603$1.22M<0.1%+20,201+54.0%AddedHolders
Q4 202137,402$790.0K<0.1%+172+0.5%AddedHolders
Q3 202137,230$658.0K<0.1%−1,200−3.1%ReducedHolders
Q2 202138,430$576.0K<0.1%−18,872−32.9%ReducedHolders
Q1 202157,302$778.0K<0.1%––Holders

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