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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BGS holding history

B&G Foods, 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.

BGS overviewAll 13F holders of BGSFull Q2 2026 holdings

Shares (Q2 2026)
72,858
Value
$290.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BGS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,858$290.0K<0.1%−304,797−80.7%ReducedHolders
Q1 2026377,655$1.82M<0.1%+27,897+8.0%AddedHolders
Q4 2025349,758$1.50M<0.1%+71,018+25.5%AddedHolders
Q3 2025278,740$1.23M<0.1%+179,129+179.8%AddedHolders
Q2 202599,611$421.4K<0.1%+57,705+137.7%AddedHolders
Q1 202541,906$287.9K<0.1%+16,230+63.2%AddedHolders
Q4 202425,676$176.9K<0.1%−12,068−32.0%ReducedHolders
Q3 202437,744$335.2K<0.1%+18,340+94.5%AddedHolders
Q2 202419,404$156.8K<0.1%−10,969−36.1%ReducedHolders
Q1 202430,373$347.5K<0.1%+7,988+35.7%AddedHolders
Q4 202322,385$235.0K<0.1%+8,796+64.7%AddedHolders
Q3 202313,589$134.4K<0.1%−8,473−38.4%ReducedHolders
Q2 202322,062$307.1K<0.1%−7,388−25.1%ReducedHolders
Q1 202329,450$457.4K<0.1%+12,670+75.5%AddedHolders
Q4 202216,780$187.1K<0.1%+16,780NewHolders
Q2 20220$00.0%−7,951−100.0%Sold outHolders
Q1 20227,951$215.0K<0.1%+392+5.2%AddedHolders
Q4 20217,559$232.0K<0.1%−1,248−14.2%ReducedHolders
Q3 20218,807$263.0K<0.1%+2,344+36.3%AddedHolders
Q2 20216,463$212.0K<0.1%−4,120−38.9%ReducedHolders
Q1 202110,583$329.0K<0.1%––Holders

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