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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CADE holding history

Cadence Bancorporation 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.

CADE overviewAll 13F holders of CADEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of CADE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−25,953−100.0%Sold outHolders
Q4 202525,953$1.11M<0.1%+1,663+6.8%AddedHolders
Q3 202524,290$911.9K<0.1%+1,210+5.2%AddedHolders
Q2 202523,080$738.1K<0.1%−5,938−20.5%ReducedHolders
Q1 202529,018$881.0K<0.1%−7,767−21.1%ReducedHolders
Q4 202436,785$1.27M<0.1%+5,085+16.0%AddedHolders
Q3 202431,700$1.01M<0.1%−476−1.5%ReducedHolders
Q2 202432,176$909.9K<0.1%+12,723+65.4%AddedHolders
Q1 202419,453$564.1K<0.1%+45+0.2%AddedHolders
Q4 202319,408$574.3K<0.1%+1,067+5.8%AddedHolders
Q3 202318,341$389.2K<0.1%+706+4.0%AddedHolders
Q2 202317,635$346.3K<0.1%+476+2.8%AddedHolders
Q1 202317,159$356.2K<0.1%+4,108+31.5%AddedHolders
Q4 202213,051$321.8K<0.1%+386+3.0%AddedHolders
Q3 202212,665$322.0K<0.1%+451+3.7%AddedHolders
Q2 202212,214$287.0K<0.1%−12,531−50.6%ReducedHolders
Q1 202224,745$724.0K<0.1%+3,575+16.9%AddedHolders
Q4 202121,170$631.0K<0.1%+21,170NewHolders
Q2 20210$00.0%−12,646−100.0%Sold outHolders
Q1 202112,646$262.0K<0.1%––Holders

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