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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

APOG holding history

Apogee Enterprises, 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.

APOG overviewAll 13F holders of APOGFull Q2 2026 holdings

Shares (Q2 2026)
93,872
Value
$4.29M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of APOG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693,872$4.29M<0.1%+74,761+391.2%AddedHolders
Q1 202619,111$641.0K<0.1%−5,576−22.6%ReducedHolders
Q4 202524,687$898.9K<0.1%+5,396+28.0%AddedHolders
Q3 202519,291$840.5K<0.1%+3,501+22.2%AddedHolders
Q2 202515,790$641.1K<0.1%+1,032+7.0%AddedHolders
Q1 202514,758$683.8K<0.1%+5,353+56.9%AddedHolders
Q4 20249,405$671.6K<0.1%+2,031+27.5%AddedHolders
Q3 20247,374$516.3K<0.1%−128−1.7%ReducedHolders
Q2 20247,502$471.4K<0.1%+585+8.5%AddedHolders
Q1 20246,917$409.5K<0.1%+161+2.4%AddedHolders
Q4 20236,756$360.9K<0.1%+57+0.9%AddedHolders
Q3 20236,699$315.4K<0.1%−761−10.2%ReducedHolders
Q2 20237,460$354.1K<0.1%+1,400+23.1%AddedHolders
Q1 20236,060$262.1K<0.1%+15+0.2%AddedHolders
Q4 20226,045$268.8K<0.1%+72+1.2%AddedHolders
Q3 20225,973$228.0K<0.1%−2,793−31.9%ReducedHolders
Q2 20228,766$344.0K<0.1%+50+0.6%AddedHolders
Q1 20228,716$414.0K<0.1%−822−8.6%ReducedHolders
Q4 20219,538$459.0K<0.1%+9,538NewHolders
Q3 20210$00.0%−5,390−100.0%Sold outHolders
Q2 20215,390$220.0K<0.1%+27+0.5%AddedHolders
Q1 20215,363$219.0K<0.1%––Holders

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