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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CBSH holding history

Commerce Bancshares 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.

CBSH overviewAll 13F holders of CBSHFull Q2 2026 holdings

Shares (Q2 2026)
363,017
Value
$21.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CBSH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026363,017$21.0M<0.1%+60,160+19.9%AddedHolders
Q1 2026302,857$14.9M<0.1%+9,735+3.3%AddedHolders
Q4 2025293,122$15.3M<0.1%+27,691+10.4%AddedHolders
Q3 2025265,431$15.9M<0.1%+6,845+2.6%AddedHolders
Q2 2025258,586$16.1M<0.1%−451−0.2%ReducedHolders
Q1 2025259,037$16.1M<0.1%+6,917+2.7%AddedHolders
Q4 2024252,120$15.7M<0.1%−2,985−1.2%ReducedHolders
Q3 2024255,105$15.2M<0.1%−4,853−1.9%ReducedHolders
Q2 2024259,958$14.5M<0.1%−1,143−0.4%ReducedHolders
Q1 2024261,101$13.9M<0.1%+3,172+1.2%AddedHolders
Q4 2023257,929$13.8M<0.1%+9,165+3.7%AddedHolders
Q3 2023248,764$11.9M<0.1%+3,586+1.5%AddedHolders
Q2 2023245,178$11.9M<0.1%+10,060+4.3%AddedHolders
Q1 2023235,118$13.7M<0.1%+43,450+22.7%AddedHolders
Q4 2022191,668$13.0M<0.1%+13,904+7.8%AddedHolders
Q3 2022177,764$11.8M<0.1%−1,517−0.8%ReducedHolders
Q2 2022179,281$11.8M<0.1%+11,374+6.8%AddedHolders
Q1 2022167,907$12.0M<0.1%+9,348+5.9%AddedHolders
Q4 2021158,559$10.9M<0.1%+7,292+4.8%AddedHolders
Q3 2021151,267$10.5M<0.1%+2,218+1.5%AddedHolders
Q2 2021149,049$11.1M<0.1%−55,074−27.0%ReducedHolders
Q1 2021204,123$15.6M<0.1%––Holders

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