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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AYI holding history

Acuity Inc. (DE) 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.

AYI overviewAll 13F holders of AYIFull Q2 2026 holdings

Shares (Q2 2026)
46,960
Value
$17.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AYI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,960$17.7M<0.1%+25,824+122.2%AddedHolders
Q1 202621,136$5.92M<0.1%+9,142+76.2%AddedHolders
Q4 202511,994$4.32M<0.1%+4,447+58.9%AddedHolders
Q3 20257,547$2.60M<0.1%+2,826+59.9%AddedHolders
Q2 20254,721$1.41M<0.1%+171+3.8%AddedHolders
Q1 20254,550$1.20M<0.1%−85−1.8%ReducedHolders
Q4 20244,635$1.35M<0.1%+824+21.6%AddedHolders
Q3 20243,811$1.05M<0.1%+47+1.2%AddedHolders
Q2 20243,764$908.8K<0.1%+61+1.6%AddedHolders
Q1 20243,703$995.1K<0.1%+128+3.6%AddedHolders
Q4 20233,575$732.3K<0.1%+517+16.9%AddedHolders
Q3 20233,058$520.7K<0.1%−1,250−29.0%ReducedHolders
Q2 20234,308$702.6K<0.1%−297−6.4%ReducedHolders
Q1 20234,605$841.5K<0.1%+298+6.9%AddedHolders
Q4 20224,307$713.3K<0.1%+66+1.6%AddedHolders
Q3 20224,241$668.0K<0.1%+44+1.0%AddedHolders
Q2 20224,197$646.0K<0.1%−1,012−19.4%ReducedHolders
Q1 20225,209$986.0K<0.1%+315+6.4%AddedHolders
Q4 20214,894$1.04M<0.1%+1,463+42.6%AddedHolders
Q3 20213,431$595.0K<0.1%+200+6.2%AddedHolders
Q2 20213,231$604.0K<0.1%+26+0.8%AddedHolders
Q1 20213,205$529.0K<0.1%––Holders

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