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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BMI holding history

Badger Meter 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.

BMI overviewAll 13F holders of BMIFull Q2 2026 holdings

Shares (Q2 2026)
26,378
Value
$3.91M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,378$3.91M<0.1%−1,631−5.8%ReducedHolders
Q1 202628,009$4.27M<0.1%+8,149+41.0%AddedHolders
Q4 202519,860$3.46M<0.1%+2,400+13.7%AddedHolders
Q3 202517,460$3.12M<0.1%−5,387−23.6%ReducedHolders
Q2 202522,847$5.60M<0.1%+4,998+28.0%AddedHolders
Q1 202517,849$3.40M<0.1%+1,867+11.7%AddedHolders
Q4 202415,982$3.39M<0.1%+2,407+17.7%AddedHolders
Q3 202413,575$2.96M<0.1%+2,536+23.0%AddedHolders
Q2 202411,039$2.06M<0.1%+1,159+11.7%AddedHolders
Q1 20249,880$1.60M<0.1%+1,000+11.3%AddedHolders
Q4 20238,880$1.37M<0.1%+647+7.9%AddedHolders
Q3 20238,233$1.18M<0.1%+515+6.7%AddedHolders
Q2 20237,718$1.14M<0.1%+1,014+15.1%AddedHolders
Q1 20236,704$816.7K<0.1%+173+2.6%AddedHolders
Q4 20226,531$712.0K<0.1%+250+4.0%AddedHolders
Q3 20226,281$580.0K<0.1%+838+15.4%AddedHolders
Q2 20225,443$440.0K<0.1%+220+4.2%AddedHolders
Q1 20225,223$521.0K<0.1%+33+0.6%AddedHolders
Q4 20215,190$553.0K<0.1%−357−6.4%ReducedHolders
Q3 20215,547$561.0K<0.1%+21+0.4%AddedHolders
Q2 20215,526$542.0K<0.1%+44+0.8%AddedHolders
Q1 20215,482$510.0K<0.1%––Holders

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