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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BGC holding history

BGC Group, 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.

BGC overviewAll 13F holders of BGCFull Q2 2026 holdings

Shares (Q2 2026)
714,903
Value
$7.64M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BGC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026714,903$7.64M<0.1%+161,736+29.2%AddedHolders
Q1 2026553,167$5.41M<0.1%+389,973+239.0%AddedHolders
Q4 2025163,194$1.46M<0.1%+94,324+137.0%AddedHolders
Q3 202568,870$651.5K<0.1%+40,924+146.4%AddedHolders
Q2 202527,946$285.9K<0.1%+9,229+49.3%AddedHolders
Q1 202518,717$171.6K<0.1%+499+2.7%AddedHolders
Q4 202418,218$165.1K<0.1%+1,575+9.5%AddedHolders
Q3 202416,643$152.8K<0.1%−1,763−9.6%ReducedHolders
Q2 202418,406$152.8K<0.1%+942+5.4%AddedHolders
Q1 202417,464$135.7K<0.1%+1,497+9.4%AddedHolders
Q4 202315,967$115.3K<0.1%+1,158+7.8%AddedHolders
Q3 202314,809$78.2K<0.1%−44,322−75.0%ReducedHolders
Q2 202359,131$261.9K<0.1%+131+0.2%AddedHolders
Q1 202359,000$308.6K<0.1%−2,480−4.0%ReducedHolders
Q4 202261,480$231.8K<0.1%+2,408+4.1%AddedHolders
Q3 202259,072$185.0K<0.1%−2,341−3.8%ReducedHolders
Q2 202261,413$207.0K<0.1%+864+1.4%AddedHolders
Q1 202260,549$266.0K<0.1%00.0%UnchangedHolders
Q4 202160,549$282.0K<0.1%00.0%UnchangedHolders
Q3 202160,549$315.0K<0.1%−45,000−42.6%ReducedHolders
Q2 2021105,549$598.0K<0.1%+90,000+578.8%AddedHolders
Q1 202115,549$75.0K<0.1%––Holders

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