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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BNS holding history

Bank of Nova Scotia 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.

BNS overviewAll 13F holders of BNSFull Q2 2026 holdings

Shares (Q2 2026)
121,017
Value
$10.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026121,017$10.5M<0.1%+16,149+15.4%AddedHolders
Q1 2026104,868$7.27M<0.1%+11,798+12.7%AddedHolders
Q4 202593,070$6.86M<0.1%+14,402+18.3%AddedHolders
Q3 202578,668$5.09M<0.1%+22,706+40.6%AddedHolders
Q2 202555,962$3.09M<0.1%+16,107+40.4%AddedHolders
Q1 202539,855$1.89M<0.1%−6,961−14.9%ReducedHolders
Q4 202446,816$2.51M<0.1%+10,248+28.0%AddedHolders
Q3 202436,568$1.99M<0.1%+807+2.3%AddedHolders
Q2 202435,761$1.63M<0.1%−1,781−4.7%ReducedHolders
Q1 202437,542$1.94M<0.1%+5,020+15.4%AddedHolders
Q4 202332,522$1.58M<0.1%−6,833−17.4%ReducedHolders
Q3 202339,355$1.79M<0.1%+4,388+12.5%AddedHolders
Q2 202334,967$1.75M<0.1%+10,776+44.5%AddedHolders
Q1 202324,191$1.22M<0.1%+2,282+10.4%AddedHolders
Q4 202221,909$1.07M<0.1%+9,772+80.5%AddedHolders
Q3 202212,137$577.0K<0.1%+1,815+17.6%AddedHolders
Q2 202210,322$611.0K<0.1%+3,693+55.7%AddedHolders
Q1 20226,629$475.0K<0.1%+261+4.1%AddedHolders
Q4 20216,368$456.0K<0.1%+766+13.7%AddedHolders
Q3 20215,602$345.0K<0.1%+136+2.5%AddedHolders
Q2 20215,466$356.0K<0.1%−3,622−39.9%ReducedHolders
Q1 20219,088$568.0K<0.1%––Holders

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