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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CBRE holding history

Cbre Group, 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.

CBRE overviewAll 13F holders of CBREFull Q2 2026 holdings

Shares (Q2 2026)
77,132
Value
$10.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CBRE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,132$10.4M<0.1%+12,763+19.8%AddedHolders
Q1 202664,369$8.72M<0.1%+1,056+1.7%AddedHolders
Q4 202563,313$10.2M<0.1%+10,371+19.6%AddedHolders
Q3 202552,942$8.34M<0.1%+4,790+9.9%AddedHolders
Q2 202548,152$6.75M<0.1%+2,217+4.8%AddedHolders
Q1 202545,935$6.01M<0.1%+3,510+8.3%AddedHolders
Q4 202442,425$5.57M<0.1%+4,621+12.2%AddedHolders
Q3 202437,804$4.71M<0.1%+2,092+5.9%AddedHolders
Q2 202435,712$3.18M<0.1%+1,295+3.8%AddedHolders
Q1 202434,417$3.35M<0.1%+3,139+10.0%AddedHolders
Q4 202331,278$2.91M<0.1%−1,396−4.3%ReducedHolders
Q3 202332,674$2.41M<0.1%+12,594+62.7%AddedHolders
Q2 202320,080$1.62M<0.1%+1,044+5.5%AddedHolders
Q1 202319,036$1.39M<0.1%−1,076−5.4%ReducedHolders
Q4 202220,112$1.55M<0.1%+9,806+95.1%AddedHolders
Q3 202210,306$696.0K<0.1%+3,603+53.8%AddedHolders
Q2 20226,703$493.0K<0.1%+1,678+33.4%AddedHolders
Q1 20225,025$460.0K<0.1%+184+3.8%AddedHolders
Q4 20214,841$525.0K<0.1%+569+13.3%AddedHolders
Q3 20214,272$416.0K<0.1%+64+1.5%AddedHolders
Q2 20214,208$361.0K<0.1%−494−10.5%ReducedHolders
Q1 20214,702$372.0K<0.1%––Holders

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