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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BMO holding history

Bank of Montreal 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.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
82,828
Value
$14.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BMO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,828$14.6M<0.1%+4,475+5.7%AddedHolders
Q1 202678,353$10.6M<0.1%+13,083+20.0%AddedHolders
Q4 202565,270$8.47M<0.1%+2,973+4.8%AddedHolders
Q3 202562,297$8.11M<0.1%+13,840+28.6%AddedHolders
Q2 202548,457$5.36M<0.1%−847−1.7%ReducedHolders
Q1 202549,304$4.71M<0.1%+3,304+7.2%AddedHolders
Q4 202446,000$4.46M<0.1%+11,769+34.4%AddedHolders
Q3 202434,231$3.09M<0.1%+4,918+16.8%AddedHolders
Q2 202429,313$2.46M<0.1%+325+1.1%AddedHolders
Q1 202428,988$2.83M<0.1%+2,743+10.5%AddedHolders
Q4 202326,245$2.60M<0.1%−3,140−10.7%ReducedHolders
Q3 202329,385$2.48M<0.1%+6,279+27.2%AddedHolders
Q2 202323,106$2.09M<0.1%+2,629+12.8%AddedHolders
Q1 202320,477$1.82M<0.1%+4,270+26.3%AddedHolders
Q4 202216,207$1.47M<0.1%−523−3.1%ReducedHolders
Q3 202216,730$1.47M<0.1%+4,038+31.8%AddedHolders
Q2 202212,692$1.22M<0.1%+1,121+9.7%AddedHolders
Q1 202211,571$1.36M<0.1%+72+0.6%AddedHolders
Q4 202111,499$1.24M<0.1%+646+6.0%AddedHolders
Q3 202110,853$1.08M<0.1%−22,274−67.2%ReducedHolders
Q2 202133,127$3.40M<0.1%+26,412+393.3%AddedHolders
Q1 20216,715$598.0K<0.1%––Holders

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