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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

APD holding history

Air Products & Chemicals, 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.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
86,337
Value
$25.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of APD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,337$25.3M<0.1%−1,864−2.1%ReducedHolders
Q1 202688,201$25.6M<0.1%+8,846+11.1%AddedHolders
Q4 202579,355$19.6M<0.1%−3,942−4.7%ReducedHolders
Q3 202583,297$22.7M<0.1%−1,458−1.7%ReducedHolders
Q2 202584,755$23.9M<0.1%+650+0.8%AddedHolders
Q1 202584,105$24.8M<0.1%+10,297+14.0%AddedHolders
Q4 202473,808$21.4M<0.1%+2,606+3.7%AddedHolders
Q3 202471,202$21.2M<0.1%+2,131+3.1%AddedHolders
Q2 202469,071$17.8M<0.1%+2,433+3.7%AddedHolders
Q1 202466,638$16.1M<0.1%+688+1.0%AddedHolders
Q4 202365,950$18.1M<0.1%−34,622−34.4%ReducedHolders
Q3 2023100,572$28.5M<0.1%+34,349+51.9%AddedHolders
Q2 202366,223$19.8M<0.1%+2,351+3.7%AddedHolders
Q1 202363,872$18.3M<0.1%+1,346+2.2%AddedHolders
Q4 202262,526$19.3M<0.1%−2,542−3.9%ReducedHolders
Q3 202265,068$15.1M<0.1%−533−0.8%ReducedHolders
Q2 202265,601$15.8M<0.1%−654−1.0%ReducedHolders
Q1 202266,255$16.6M<0.1%+52,079+367.4%AddedHolders
Q4 202114,176$4.31M<0.1%−914−6.1%ReducedHolders
Q3 202115,090$3.87M<0.1%+30.0%AddedHolders
Q2 202115,087$4.34M<0.1%+461+3.2%AddedHolders
Q1 202114,626$4.12M<0.1%––Holders

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