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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CM holding history

Canadian Imperial Bank of Commerce 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.

CM overviewAll 13F holders of CMFull Q2 2026 holdings

Shares (Q2 2026)
123,294
Value
$14.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,294$14.2M<0.1%+8,328+7.2%AddedHolders
Q1 2026114,966$10.9M<0.1%+13,109+12.9%AddedHolders
Q4 2025101,857$9.23M<0.1%+12,726+14.3%AddedHolders
Q3 202589,131$7.12M<0.1%+8,436+10.5%AddedHolders
Q2 202580,695$5.72M<0.1%+12,896+19.0%AddedHolders
Q1 202567,799$3.82M<0.1%−9,645−12.5%ReducedHolders
Q4 202477,444$4.90M<0.1%+9,952+14.7%AddedHolders
Q3 202467,492$4.14M<0.1%+7,670+12.8%AddedHolders
Q2 202459,822$2.84M<0.1%+8,426+16.4%AddedHolders
Q1 202451,396$2.61M<0.1%+10,235+24.9%AddedHolders
Q4 202341,161$1.98M<0.1%+12,706+44.7%AddedHolders
Q3 202328,455$1.10M<0.1%+3,912+15.9%AddedHolders
Q2 202324,543$1.05M<0.1%+1,523+6.6%AddedHolders
Q1 202323,020$976.5K<0.1%+6,433+38.8%AddedHolders
Q4 202216,587$670.9K<0.1%+3,907+30.8%AddedHolders
Q3 202212,680$555.0K<0.1%+2,529+24.9%AddedHolders
Q2 202210,151$493.0K<0.1%+2,265+28.7%AddedConverted for a 2-for-1 splitHolders
Q1 20223,943$480.0K<0.1%−1,753−30.8%ReducedHolders
Q4 20215,696$664.0K<0.1%−485−7.8%ReducedHolders
Q3 20216,181$688.0K<0.1%+285+4.8%AddedHolders
Q2 20215,896$671.0K<0.1%−1,483−20.1%ReducedHolders
Q1 20217,379$722.0K<0.1%––Holders

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