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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CLM holding history

Cornerstone Strategic Investment Fund, 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.

CLM overviewAll 13F holders of CLMFull Q2 2026 holdings

Shares (Q2 2026)
277,113
Value
$2.09M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CLM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026277,113$2.09M<0.1%+74,184+36.6%AddedHolders
Q1 2026202,929$1.48M<0.1%+24,843+14.0%AddedHolders
Q4 2025178,086$1.49M<0.1%−20,858−10.5%ReducedHolders
Q3 2025198,944$1.65M<0.1%+77,970+64.5%AddedHolders
Q2 2025120,974$982.3K<0.1%+25,627+26.9%AddedHolders
Q1 202595,347$708.4K<0.1%+17,858+23.0%AddedHolders
Q4 202477,489$665.6K<0.1%+31,048+66.9%AddedHolders
Q3 202446,441$356.7K<0.1%−61,989−57.2%ReducedHolders
Q2 2024108,430$834.9K<0.1%+84,013+344.1%AddedHolders
Q1 202424,417$183.6K<0.1%−22,784−48.3%ReducedHolders
Q4 202347,201$339.4K<0.1%+15,840+50.5%AddedHolders
Q3 202331,361$252.5K<0.1%+833+2.7%AddedHolders
Q2 202330,528$255.8K<0.1%+18,722+158.6%AddedHolders
Q1 202311,806$92.0K<0.1%−18,950−61.6%ReducedHolders
Q4 202230,756$226.7K<0.1%+11,066+56.2%AddedHolders
Q3 202219,690$169.0K<0.1%+3,226+19.6%AddedHolders
Q2 202216,464$141.0K<0.1%−1,459−8.1%ReducedHolders
Q1 202217,923$253.0K<0.1%+3,597+25.1%AddedHolders
Q4 202114,326$205.0K<0.1%+14,326NewHolders
Q2 20210$00.0%−54,210−100.0%Sold outHolders
Q1 202154,210$730.0K<0.1%––Holders

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