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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CHE holding history

Chemed Corp 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.

CHE overviewAll 13F holders of CHEFull Q2 2026 holdings

Shares (Q2 2026)
25,772
Value
$12.0M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CHE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,772$12.0M<0.1%+17,620+216.1%AddedHolders
Q1 20268,152$3.08M<0.1%−1,563−16.1%ReducedHolders
Q4 20259,715$4.16M<0.1%+2,394+32.7%AddedHolders
Q3 20257,321$3.28M<0.1%+4,646+173.7%AddedHolders
Q2 20252,675$1.30M<0.1%−120−4.3%ReducedHolders
Q1 20252,795$1.72M<0.1%+324+13.1%AddedHolders
Q4 20242,471$1.31M<0.1%+539+27.9%AddedHolders
Q3 20241,932$1.16M<0.1%+704+57.3%AddedHolders
Q2 20241,228$666.5K<0.1%+34+2.8%AddedHolders
Q1 20241,194$766.7K<0.1%−1,118−48.4%ReducedHolders
Q4 20232,312$1.35M<0.1%+163+7.6%AddedHolders
Q3 20232,149$1.12M<0.1%−178−7.6%ReducedHolders
Q2 20232,327$1.26M<0.1%+91+4.1%AddedHolders
Q1 20232,236$1.20M<0.1%+400+21.8%AddedHolders
Q4 20221,836$937.1K<0.1%−101−5.2%ReducedHolders
Q3 20221,937$846.0K<0.1%+758+64.3%AddedHolders
Q2 20221,179$553.0K<0.1%+679+135.8%AddedHolders
Q1 2022500$253.0K<0.1%00.0%UnchangedHolders
Q4 2021500$265.0K<0.1%00.0%UnchangedHolders
Q3 2021500$233.0K<0.1%+500NewHolders
Q2 20210$00.0%−1,899−100.0%Sold outHolders
Q1 20211,899$873.0K<0.1%––Holders

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