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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BTG holding history

B2GOLD 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.

BTG overviewAll 13F holders of BTGFull Q2 2026 holdings

Shares (Q2 2026)
165,032
Value
$617.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BTG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165,032$617.2K<0.1%+23,372+16.5%AddedHolders
Q1 2026141,660$641.7K<0.1%+7,384+5.5%AddedHolders
Q4 2025134,276$605.6K<0.1%+8,751+7.0%AddedHolders
Q3 2025125,525$621.3K<0.1%+13,040+11.6%AddedHolders
Q2 2025112,485$406.1K<0.1%+672+0.6%AddedHolders
Q1 2025111,813$318.7K<0.1%+21,241+23.5%AddedHolders
Q4 202490,572$221.0K<0.1%+8,248+10.0%AddedHolders
Q3 202482,324$253.6K<0.1%+4,810+6.2%AddedHolders
Q2 202477,514$209.3K<0.1%+7,025+10.0%AddedHolders
Q1 202470,489$184.0K<0.1%+36,409+106.8%AddedHolders
Q4 202334,080$107.7K<0.1%+11,403+50.3%AddedHolders
Q3 202322,677$65.5K<0.1%+22,677NewHolders
Q1 20230$00.0%−19,793−100.0%Sold outHolders
Q4 202219,793$70.7K<0.1%+1,004+5.3%AddedHolders
Q3 202218,789$61.0K<0.1%−7,639−28.9%ReducedHolders
Q2 202226,428$90.0K<0.1%00.0%UnchangedHolders
Q1 202226,428$121.0K<0.1%+2,000+8.2%AddedHolders
Q4 202124,428$96.0K<0.1%+1,400+6.1%AddedHolders
Q3 202123,028$79.0K<0.1%00.0%UnchangedHolders
Q2 202123,028$97.0K<0.1%+7,742+50.6%AddedHolders
Q1 202115,286$66.0K<0.1%––Holders

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