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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CCI holding history

Crown Castle 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.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q2 2026)
67,653
Value
$5.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CCI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,653$5.12M<0.1%−1,728−2.5%ReducedHolders
Q1 202669,381$5.64M<0.1%−8,587−11.0%ReducedHolders
Q4 202577,968$6.93M<0.1%+2,153+2.8%AddedHolders
Q3 202575,815$7.32M<0.1%+7,671+11.3%AddedHolders
Q2 202568,144$7.00M<0.1%+5,071+8.0%AddedHolders
Q1 202563,073$6.57M<0.1%+1,669+2.7%AddedHolders
Q4 202461,404$5.57M<0.1%−19,159−23.8%ReducedHolders
Q3 202480,563$9.56M<0.1%−191−0.2%ReducedHolders
Q2 202480,754$7.89M<0.1%−3,081−3.7%ReducedHolders
Q1 202483,835$8.87M<0.1%+13,273+18.8%AddedHolders
Q4 202370,562$8.13M<0.1%−162,920−69.8%ReducedHolders
Q3 2023233,482$21.5M<0.1%+98,557+73.0%AddedHolders
Q2 2023134,925$15.4M<0.1%−1,440−1.1%ReducedHolders
Q1 2023136,365$18.3M<0.1%+513+0.4%AddedHolders
Q4 2022135,852$18.4M<0.1%−7,338−5.1%ReducedHolders
Q3 2022143,190$20.7M<0.1%−4,295−2.9%ReducedHolders
Q2 2022147,485$24.8M<0.1%+54,044+57.8%AddedHolders
Q1 202293,441$17.2M<0.1%+69,075+283.5%AddedHolders
Q4 202124,366$5.09M<0.1%−3,164−11.5%ReducedHolders
Q3 202127,530$4.77M<0.1%+425+1.6%AddedHolders
Q2 202127,105$5.29M<0.1%−2,147−7.3%ReducedHolders
Q1 202129,252$5.04M<0.1%––Holders

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