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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BR holding history

Broadridge Financial Solutions, 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
61,413
Value
$8.41M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661,413$8.41M<0.1%+9,756+18.9%AddedHolders
Q1 202651,657$8.39M<0.1%+19,664+61.5%AddedHolders
Q4 202531,993$7.14M<0.1%+3,773+13.4%AddedHolders
Q3 202528,220$6.72M<0.1%+2,413+9.4%AddedHolders
Q2 202525,807$6.27M<0.1%+551+2.2%AddedHolders
Q1 202525,256$6.12M<0.1%+1,550+6.5%AddedHolders
Q4 202423,706$5.36M<0.1%+667+2.9%AddedHolders
Q3 202423,039$4.95M<0.1%+300+1.3%AddedHolders
Q2 202422,739$4.48M<0.1%−57−0.3%ReducedHolders
Q1 202422,796$4.67M<0.1%+1,024+4.7%AddedHolders
Q4 202321,772$4.48M<0.1%+2,326+12.0%AddedHolders
Q3 202319,446$3.48M<0.1%−197−1.0%ReducedHolders
Q2 202319,643$3.25M<0.1%+1,247+6.8%AddedHolders
Q1 202318,396$2.70M<0.1%+591+3.3%AddedHolders
Q4 202217,805$2.39M<0.1%+1,038+6.2%AddedHolders
Q3 202216,767$2.42M<0.1%+1,108+7.1%AddedHolders
Q2 202215,659$2.23M<0.1%+276+1.8%AddedHolders
Q1 202215,383$2.40M<0.1%−815−5.0%ReducedHolders
Q4 202116,198$2.96M<0.1%+243+1.5%AddedHolders
Q3 202115,955$2.66M<0.1%+388+2.5%AddedHolders
Q2 202115,567$2.52M<0.1%−2,161−12.2%ReducedHolders
Q1 202117,728$2.71M<0.1%––Holders

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