Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CALY holding history

Callaway Golf Co 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.

CALY overviewAll 13F holders of CALYFull Q2 2026 holdings

Shares (Q2 2026)
62,742
Value
$1.18M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CALY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,742$1.18M<0.1%+7,270+13.1%AddedHolders
Q1 202655,472$770.0K<0.1%+7,075+14.6%AddedHolders
Q4 202548,397$564.8K<0.1%+2,729+6.0%AddedHolders
Q3 202545,668$433.8K<0.1%−165−0.4%ReducedHolders
Q2 202545,833$369.0K<0.1%+4,061+9.7%AddedHolders
Q1 202541,772$275.3K<0.1%+25,209+152.2%AddedHolders
Q4 202416,563$130.2K<0.1%+2,307+16.2%AddedHolders
Q3 202414,256$156.5K<0.1%−7,945−35.8%ReducedHolders
Q2 202422,201$339.7K<0.1%+1,415+6.8%AddedHolders
Q1 202420,786$336.1K<0.1%+1,325+6.8%AddedHolders
Q4 202319,461$279.1K<0.1%+4,111+26.8%AddedHolders
Q3 202315,350$212.4K<0.1%+1,390+10.0%AddedHolders
Q2 202313,960$277.1K<0.1%−130−0.9%ReducedHolders
Q1 202314,090$304.6K<0.1%+14,090NewHolders
Q4 20220$00.0%−33,030−100.0%Sold outHolders
Q3 202233,030$636.0K<0.1%+1,070+3.3%AddedHolders
Q2 202231,960$652.0K<0.1%+814+2.6%AddedHolders
Q1 202231,146$729.0K<0.1%+4,123+15.3%AddedHolders
Q4 202127,023$742.0K<0.1%−14,131−34.3%ReducedHolders
Q3 202141,154$1.14M<0.1%+3,873+10.4%AddedHolders
Q2 202137,281$1.26M<0.1%−274−0.7%ReducedHolders
Q1 202137,555$1.00M<0.1%––Holders

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