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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BNL holding history

Broadstone Net Lease, 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.

BNL overviewAll 13F holders of BNLFull Q2 2026 holdings

Shares (Q2 2026)
426,732
Value
$8.82M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026426,732$8.82M<0.1%+715+0.2%AddedHolders
Q1 2026426,017$7.78M<0.1%−719−0.2%ReducedHolders
Q4 2025426,736$7.41M<0.1%−115,538−21.3%ReducedHolders
Q3 2025542,274$9.69M<0.1%−2,422−0.4%ReducedHolders
Q2 2025544,696$8.74M<0.1%+3,104+0.6%AddedHolders
Q1 2025541,592$9.23M<0.1%−22,248−3.9%ReducedHolders
Q4 2024563,840$8.94M<0.1%−19,053−3.3%ReducedHolders
Q3 2024582,893$11.0M<0.1%−31,627−5.1%ReducedHolders
Q2 2024614,520$9.75M<0.1%−108,230−15.0%ReducedHolders
Q1 2024722,750$11.3M<0.1%−60,384−7.7%ReducedHolders
Q4 2023783,134$13.5M<0.1%−80,891−9.4%ReducedHolders
Q3 2023864,025$12.4M<0.1%−436,170−33.5%ReducedHolders
Q2 20231,300,195$20.1M<0.1%−10,892−0.8%ReducedHolders
Q1 20231,311,087$22.3M<0.1%−134,879−9.3%ReducedHolders
Q4 20221,445,966$23.4M<0.1%−40,317−2.7%ReducedHolders
Q3 20221,486,283$23.1M<0.1%−39,823−2.6%ReducedHolders
Q2 20221,526,106$31.3M0.1%−52,294−3.3%ReducedHolders
Q1 20221,578,400$34.4M0.1%−54,921−3.4%ReducedHolders
Q4 20211,633,321$40.5M0.1%−35,706−2.1%ReducedHolders
Q3 20211,669,027$41.4M0.1%−179,679−9.7%ReducedHolders
Q2 20211,848,706$43.3M0.1%−130,379−6.6%ReducedHolders
Q1 20211,979,085$36.2M0.1%––Holders

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