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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BA holding history

Boeing 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
429,686
Value
$93.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026429,686$93.0M0.1%+37,938+9.7%AddedHolders
Q1 2026391,748$78.0M0.1%+36,425+10.3%AddedHolders
Q4 2025355,323$77.1M0.1%−16,877−4.5%ReducedHolders
Q3 2025372,200$80.3M0.1%+44,500+13.6%AddedHolders
Q2 2025327,700$68.7M0.1%+24,373+8.0%AddedHolders
Q1 2025303,327$51.7M<0.1%+1,038+0.3%AddedHolders
Q4 2024302,289$53.5M0.1%+43,483+16.8%AddedHolders
Q3 2024258,806$39.3M<0.1%−51,628−16.6%ReducedHolders
Q2 2024310,434$56.5M0.1%+41,623+15.5%AddedHolders
Q1 2024268,811$51.9M0.1%−1,555−0.6%ReducedHolders
Q4 2023270,366$70.5M0.1%+3,248+1.2%AddedHolders
Q3 2023267,118$51.2M0.1%+7,817+3.0%AddedHolders
Q2 2023259,301$54.8M0.1%−2,664−1.0%ReducedHolders
Q1 2023261,965$55.6M0.1%+30,066+13.0%AddedHolders
Q4 2022231,899$44.2M0.1%+15,199+7.0%AddedHolders
Q3 2022216,700$26.2M<0.1%+2,268+1.1%AddedHolders
Q2 2022214,432$29.3M<0.1%−18,560−8.0%ReducedHolders
Q1 2022232,992$44.6M0.1%+45,650+24.4%AddedHolders
Q4 2021187,342$37.7M0.1%−41,770−18.2%ReducedHolders
Q3 2021229,112$50.4M0.1%+20,000+9.6%AddedHolders
Q2 2021209,112$50.1M0.1%−25,962−11.0%ReducedHolders
Q1 2021235,074$59.9M0.1%––Holders

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