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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CMRE holding history

Costamare 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.

CMRE overviewAll 13F holders of CMREFull Q2 2026 holdings

Shares (Q2 2026)
30,100
Value
$422.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CMRE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,100$422.0K<0.1%−4,723−13.6%ReducedHolders
Q1 202634,823$588.5K<0.1%+1,692+5.1%AddedHolders
Q4 202533,131$523.1K<0.1%+1,929+6.2%AddedHolders
Q3 202531,202$371.6K<0.1%+4,541+17.0%AddedHolders
Q2 202526,661$242.9K<0.1%−23,173−46.5%ReducedHolders
Q1 202549,834$490.4K<0.1%−3,740−7.0%ReducedHolders
Q4 202453,574$688.4K<0.1%−1,525−2.8%ReducedHolders
Q3 202455,099$866.2K<0.1%+32+0.1%AddedHolders
Q2 202455,067$904.8K<0.1%+2,703+5.2%AddedHolders
Q1 202452,364$594.3K<0.1%+1,447+2.8%AddedHolders
Q4 202350,917$530.0K<0.1%+16,537+48.1%AddedHolders
Q3 202334,380$330.7K<0.1%−1,653−4.6%ReducedHolders
Q2 202336,033$348.4K<0.1%+19,297+115.3%AddedHolders
Q1 202316,736$157.5K<0.1%+16,736NewHolders
Q4 20220$00.0%−12,787−100.0%Sold outHolders
Q3 202212,787$114.0K<0.1%−4,462−25.9%ReducedHolders
Q2 202217,249$209.0K<0.1%+3,379+24.4%AddedHolders
Q1 202213,870$236.0K<0.1%−18,360−57.0%ReducedHolders
Q4 202132,230$408.0K<0.1%−22,610−41.2%ReducedHolders
Q3 202154,840$849.0K<0.1%+7,750+16.5%AddedHolders
Q2 202147,090$556.0K<0.1%+10,907+30.1%AddedHolders
Q1 202136,183$348.0K<0.1%––Holders

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