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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CG holding history

Carlyle 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.

CG overviewAll 13F holders of CGFull Q2 2026 holdings

Shares (Q2 2026)
22,333
Value
$940.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,333$940.4K<0.1%−3,045−12.0%ReducedHolders
Q1 202625,378$1.23M<0.1%+6,557+34.8%AddedHolders
Q4 202518,821$1.11M<0.1%+1,994+11.9%AddedHolders
Q3 202516,827$1.06M<0.1%−3,149−15.8%ReducedHolders
Q2 202519,976$1.03M<0.1%+4,816+31.8%AddedHolders
Q1 202515,160$660.8K<0.1%+1,820+13.6%AddedHolders
Q4 202413,340$673.5K<0.1%+553+4.3%AddedHolders
Q3 202412,787$550.6K<0.1%+882+7.4%AddedHolders
Q2 202411,905$478.0K<0.1%+1,111+10.3%AddedHolders
Q1 202410,794$506.4K<0.1%+10,794NewHolders
Q4 20230$00.0%−8,141−100.0%Sold outHolders
Q3 20238,141$245.5K<0.1%−1,025−11.2%ReducedHolders
Q2 20239,166$292.9K<0.1%+73+0.8%AddedHolders
Q1 20239,093$282.4K<0.1%+277+3.1%AddedHolders
Q4 20228,816$263.1K<0.1%−1,229−12.2%ReducedHolders
Q3 202210,045$260.0K<0.1%+33+0.3%AddedHolders
Q2 202210,012$317.0K<0.1%+696+7.5%AddedHolders
Q1 20229,316$456.0K<0.1%+1,997+27.3%AddedHolders
Q4 20217,319$402.0K<0.1%−936−11.3%ReducedHolders
Q3 20218,255$390.0K<0.1%+2,375+40.4%AddedHolders
Q2 20215,880$273.0K<0.1%−28,581−82.9%ReducedHolders
Q1 202134,461$1.27M<0.1%––Holders

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