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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BNY holding history

Bank of New York Mellon Corp 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.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
207,806
Value
$30.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026207,806$30.1M<0.1%+8,932+4.5%AddedHolders
Q1 2026198,874$23.6M<0.1%+33,147+20.0%AddedHolders
Q4 2025165,727$19.2M<0.1%+19,496+13.3%AddedHolders
Q3 2025146,231$15.9M<0.1%+5,344+3.8%AddedHolders
Q2 2025140,887$12.8M<0.1%−21,522−13.3%ReducedHolders
Q1 2025162,409$13.6M<0.1%+25,436+18.6%AddedHolders
Q4 2024136,973$10.5M<0.1%+5,773+4.4%AddedHolders
Q3 2024131,200$9.43M<0.1%−105,038−44.5%ReducedHolders
Q2 2024236,238$14.1M<0.1%+7,058+3.1%AddedHolders
Q1 2024229,180$13.2M<0.1%−508−0.2%ReducedHolders
Q4 2023229,688$12.0M<0.1%+6,526+2.9%AddedHolders
Q3 2023223,162$9.51M<0.1%+7,575+3.5%AddedHolders
Q2 2023215,587$9.60M<0.1%+10,687+5.2%AddedHolders
Q1 2023204,900$9.31M<0.1%+2,820+1.4%AddedHolders
Q4 2022202,080$9.20M<0.1%+5,566+2.8%AddedHolders
Q3 2022196,514$7.57M<0.1%+7,606+4.0%AddedHolders
Q2 2022188,908$7.88M<0.1%−5,229−2.7%ReducedHolders
Q1 2022194,137$9.63M<0.1%+13,030+7.2%AddedHolders
Q4 2021181,107$10.5M<0.1%+229+0.1%AddedHolders
Q3 2021180,878$9.38M<0.1%−7,915−4.2%ReducedHolders
Q2 2021188,793$9.67M<0.1%−1,166−0.6%ReducedHolders
Q1 2021189,959$8.98M<0.1%––Holders

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