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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BWA holding history

Borgwarner 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.

BWA overviewAll 13F holders of BWAFull Q2 2026 holdings

Shares (Q2 2026)
250,396
Value
$16.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BWA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250,396$16.6M<0.1%+43,918+21.3%AddedHolders
Q1 2026206,478$11.2M<0.1%+57,905+39.0%AddedHolders
Q4 2025148,573$6.69M<0.1%+43,175+41.0%AddedHolders
Q3 2025105,398$4.63M<0.1%+68,288+184.0%AddedHolders
Q2 202537,110$1.24M<0.1%+12,855+53.0%AddedHolders
Q1 202524,255$694.9K<0.1%+2,883+13.5%AddedHolders
Q4 202421,372$679.4K<0.1%−3,662−14.6%ReducedHolders
Q3 202425,034$908.5K<0.1%−1,607−6.0%ReducedHolders
Q2 202426,641$858.9K<0.1%+1,246+4.9%AddedHolders
Q1 202425,395$882.2K<0.1%−1,475−5.5%ReducedHolders
Q4 202326,870$963.3K<0.1%−3,172−10.6%ReducedHolders
Q3 202330,042$1.21M<0.1%+5,697+23.4%AddedHolders
Q2 202324,345$1.19M<0.1%+2,145+9.7%AddedHolders
Q1 202322,200$1.09M<0.1%+2,173+10.9%AddedHolders
Q4 202220,027$806.1K<0.1%+5,328+36.2%AddedHolders
Q3 202214,699$462.0K<0.1%−481−3.2%ReducedHolders
Q2 202215,180$507.0K<0.1%+1,781+13.3%AddedHolders
Q1 202213,399$521.0K<0.1%+500+3.9%AddedHolders
Q4 202112,899$581.0K<0.1%−91,869−87.7%ReducedHolders
Q3 2021104,768$4.53M<0.1%+9,183+9.6%AddedHolders
Q2 202195,585$4.64M<0.1%+39,239+69.6%AddedHolders
Q1 202156,346$2.61M<0.1%––Holders

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