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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
108,989
Value
$30.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,989$30.0M<0.1%+13,283+13.9%AddedHolders
Q1 202695,706$25.5M<0.1%+27,129+39.6%AddedHolders
Q4 202568,577$18.9M<0.1%−2,863−4.0%ReducedHolders
Q3 202571,440$20.6M<0.1%−6,986−8.9%ReducedHolders
Q2 202578,426$25.9M<0.1%+2,484+3.3%AddedHolders
Q1 202575,942$25.0M<0.1%+17,296+29.5%AddedHolders
Q4 202458,646$16.2M<0.1%−1,009−1.7%ReducedHolders
Q3 202459,655$20.7M<0.1%+3,994+7.2%AddedHolders
Q2 202455,661$18.4M<0.1%+72+0.1%AddedHolders
Q1 202455,589$20.2M<0.1%+3,604+6.9%AddedHolders
Q4 202351,985$15.6M<0.1%+1,180+2.3%AddedHolders
Q3 202350,805$14.5M<0.1%+7,149+16.4%AddedHolders
Q2 202343,656$12.3M<0.1%+7,765+21.6%AddedHolders
Q1 202335,891$9.17M<0.1%−4,115−10.3%ReducedHolders
Q4 202240,006$13.3M<0.1%+2,970+8.0%AddedHolders
Q3 202237,036$10.3M<0.1%+3,344+9.9%AddedHolders
Q2 202233,692$8.88M<0.1%+1,196+3.7%AddedHolders
Q1 202232,496$7.79M<0.1%−1,546−4.5%ReducedHolders
Q4 202134,042$7.82M<0.1%+244+0.7%AddedHolders
Q3 202133,798$6.76M<0.1%+1,757+5.5%AddedHolders
Q2 202132,041$7.60M<0.1%−2,622−7.6%ReducedHolders
Q1 202134,663$8.38M<0.1%––Holders

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