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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
382,940
Value
$53.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of C by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026382,940$53.6M<0.1%+13,654+3.7%AddedHolders
Q1 2026369,286$41.9M<0.1%−32,035−8.0%ReducedHolders
Q4 2025401,321$46.8M<0.1%+18,556+4.8%AddedHolders
Q3 2025382,765$38.9M<0.1%−30,141−7.3%ReducedHolders
Q2 2025412,906$35.1M<0.1%−17,203−4.0%ReducedHolders
Q1 2025430,109$30.5M<0.1%+20,893+5.1%AddedHolders
Q4 2024409,216$28.8M<0.1%+27,854+7.3%AddedHolders
Q3 2024381,362$23.9M<0.1%+2,372+0.6%AddedHolders
Q2 2024378,990$24.1M<0.1%+10,518+2.9%AddedHolders
Q1 2024368,472$23.3M<0.1%+31,374+9.3%AddedHolders
Q4 2023337,098$17.3M<0.1%+25,085+8.0%AddedHolders
Q3 2023312,013$12.8M<0.1%+10,814+3.6%AddedHolders
Q2 2023301,199$13.9M<0.1%+25,905+9.4%AddedHolders
Q1 2023275,294$12.9M<0.1%+29,548+12.0%AddedHolders
Q4 2022245,746$11.1M<0.1%+13,547+5.8%AddedHolders
Q3 2022232,199$9.68M<0.1%+26,534+12.9%AddedHolders
Q2 2022205,665$9.46M<0.1%+21,320+11.6%AddedHolders
Q1 2022184,345$9.84M<0.1%+21,206+13.0%AddedHolders
Q4 2021163,139$9.85M<0.1%−14,422−8.1%ReducedHolders
Q3 2021177,561$12.5M<0.1%+18,550+11.7%AddedHolders
Q2 2021159,011$11.3M<0.1%−33,929−17.6%ReducedHolders
Q1 2021192,940$14.0M<0.1%––Holders

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