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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CLMT holding history

Calumet, 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.

CLMT overviewAll 13F holders of CLMTFull Q2 2026 holdings

Shares (Q2 2026)
42,053
Value
$1.51M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CLMT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,053$1.51M<0.1%−1,686−3.9%ReducedHolders
Q1 202643,739$1.57M<0.1%00.0%UnchangedHolders
Q4 202543,739$869.1K<0.1%+769+1.8%AddedHolders
Q3 202542,970$784.2K<0.1%00.0%UnchangedHolders
Q2 202542,970$677.0K<0.1%00.0%UnchangedHolders
Q1 202542,970$544.9K<0.1%−289−0.7%ReducedHolders
Q4 202443,259$952.6K<0.1%−25,400−37.0%ReducedHolders
Q3 202468,659$1.22M<0.1%+6,200+9.9%AddedHolders
Q2 202462,459$1.00M<0.1%+19,800+46.4%AddedHolders
Q1 202442,659$633.9K<0.1%−1,413−3.2%ReducedHolders
Q4 202344,072$787.6K<0.1%−3,811−8.0%ReducedHolders
Q3 202347,883$914.6K<0.1%00.0%UnchangedHolders
Q2 202347,883$759.4K<0.1%00.0%UnchangedHolders
Q1 202347,883$832.2K<0.1%00.0%UnchangedHolders
Q4 202247,883$808.3K<0.1%+200+0.4%AddedHolders
Q3 202247,683$611.0K<0.1%00.0%UnchangedHolders
Q2 202247,683$495.0K<0.1%00.0%UnchangedHolders
Q1 202247,683$649.0K<0.1%00.0%UnchangedHolders
Q4 202147,683$629.0K<0.1%+100+0.2%AddedHolders
Q3 202147,583$376.0K<0.1%00.0%UnchangedHolders
Q2 202147,583$327.0K<0.1%−156−0.3%ReducedHolders
Q1 202147,739$291.0K<0.1%––Holders

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