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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CBOE holding history

Cboe Global Markets, 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.

CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings

Shares (Q2 2026)
23,273
Value
$5.65M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CBOE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,273$5.65M<0.1%−6,614−22.1%ReducedHolders
Q1 202629,887$8.40M<0.1%+9,197+44.5%AddedHolders
Q4 202520,690$5.19M<0.1%+8,248+66.3%AddedHolders
Q3 202512,442$3.05M<0.1%+2,443+24.4%AddedHolders
Q2 20259,999$2.33M<0.1%+619+6.6%AddedHolders
Q1 20259,380$2.12M<0.1%−765−7.5%ReducedHolders
Q4 202410,145$1.98M<0.1%−5,282−34.2%ReducedHolders
Q3 202415,427$3.16M<0.1%+6,831+79.5%AddedHolders
Q2 20248,596$1.46M<0.1%−401−4.5%ReducedHolders
Q1 20248,997$1.65M<0.1%+1,969+28.0%AddedHolders
Q4 20237,028$1.26M<0.1%+3,248+85.9%AddedHolders
Q3 20233,780$590.5K<0.1%−110−2.8%ReducedHolders
Q2 20233,890$536.9K<0.1%−707−15.4%ReducedHolders
Q1 20234,597$617.1K<0.1%−398−8.0%ReducedHolders
Q4 20224,995$626.7K<0.1%−56−1.1%ReducedHolders
Q3 20225,051$593.0K<0.1%+1,011+25.0%AddedHolders
Q2 20224,040$457.0K<0.1%+729+22.0%AddedHolders
Q1 20223,311$379.0K<0.1%+117+3.7%AddedHolders
Q4 20213,194$417.0K<0.1%+153+5.0%AddedHolders
Q3 20213,041$377.0K<0.1%+1,198+65.0%AddedHolders
Q2 20211,843$219.0K<0.1%−12,675−87.3%ReducedHolders
Q1 202114,518$1.43M<0.1%––Holders

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