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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AWR holding history

American States Water Co 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.

AWR overviewAll 13F holders of AWRFull Q2 2026 holdings

Shares (Q2 2026)
44,239
Value
$3.66M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AWR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,239$3.66M<0.1%+16,787+61.2%AddedHolders
Q1 202627,452$2.08M<0.1%−47−0.2%ReducedHolders
Q4 202527,499$1.99M<0.1%+3,923+16.6%AddedHolders
Q3 202523,576$1.73M<0.1%+3,722+18.7%AddedHolders
Q2 202519,854$1.52M<0.1%+6,510+48.8%AddedHolders
Q1 202513,344$1.05M<0.1%+272+2.1%AddedHolders
Q4 202413,072$1.02M<0.1%+1,804+16.0%AddedHolders
Q3 202411,268$938.5K<0.1%+364+3.3%AddedHolders
Q2 202410,904$791.3K<0.1%+2,069+23.4%AddedHolders
Q1 20248,835$638.2K<0.1%−1,280−12.7%ReducedHolders
Q4 202310,115$813.5K<0.1%+865+9.4%AddedHolders
Q3 20239,250$727.8K<0.1%−1,140−11.0%ReducedHolders
Q2 202310,390$903.9K<0.1%−6,742−39.4%ReducedHolders
Q1 202317,132$1.52M<0.1%−921−5.1%ReducedHolders
Q4 202218,053$1.67M<0.1%+1,409+8.5%AddedHolders
Q3 202216,644$1.30M<0.1%+2,794+20.2%AddedHolders
Q2 202213,850$1.13M<0.1%+918+7.1%AddedHolders
Q1 202212,932$1.15M<0.1%+1,114+9.4%AddedHolders
Q4 202111,818$1.22M<0.1%+5,956+101.6%AddedHolders
Q3 20215,862$501.0K<0.1%+5+0.1%AddedHolders
Q2 20215,857$466.0K<0.1%+4+0.1%AddedHolders
Q1 20215,853$443.0K<0.1%––Holders

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