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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BCS holding history

Barclays PLC 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.

BCS overviewAll 13F holders of BCSFull Q2 2026 holdings

Shares (Q2 2026)
485,127
Value
$13.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BCS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026485,127$13.0M<0.1%+14,111+3.0%AddedHolders
Q1 2026471,016$9.97M<0.1%−37,302−7.3%ReducedHolders
Q4 2025508,318$12.9M<0.1%−1,477−0.3%ReducedHolders
Q3 2025509,795$10.5M<0.1%+55,986+12.3%AddedHolders
Q2 2025453,809$8.44M<0.1%+36,248+8.7%AddedHolders
Q1 2025417,561$6.41M<0.1%+50,349+13.7%AddedHolders
Q4 2024367,212$4.88M<0.1%+55,746+17.9%AddedHolders
Q3 2024311,466$3.78M<0.1%+33,538+12.1%AddedHolders
Q2 2024277,928$2.98M<0.1%+31,987+13.0%AddedHolders
Q1 2024245,941$2.32M<0.1%+41,921+20.5%AddedHolders
Q4 2023204,020$1.61M<0.1%−45,150−18.1%ReducedHolders
Q3 2023249,170$1.94M<0.1%+20,298+8.9%AddedHolders
Q2 2023228,872$1.80M<0.1%+53,324+30.4%AddedHolders
Q1 2023175,548$1.26M<0.1%−9,141−4.9%ReducedHolders
Q4 2022184,689$1.44M<0.1%+26,261+16.6%AddedHolders
Q3 2022158,428$1.01M<0.1%−1,015−0.6%ReducedHolders
Q2 2022159,443$1.21M<0.1%−4,344−2.7%ReducedHolders
Q1 2022163,787$1.29M<0.1%+116,340+245.2%AddedHolders
Q4 202147,447$491.0K<0.1%−132,332−73.6%ReducedHolders
Q3 2021179,779$1.85M<0.1%+13,765+8.3%AddedHolders
Q2 2021166,014$1.60M<0.1%+107,589+184.1%AddedHolders
Q1 202158,425$598.0K<0.1%––Holders

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